Strategy performance
Tata PMS Emerging Opportunities Investment Approach
Tata Asset Management Private Limited · AUM ₹0.00 Cr · as of May 2026
Our read
Since inception the filed path is −99.1% (−58.6% CAGR), with a max drawdown of −99.6%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
−81.4%
Since inception
−58.6%
Max drawdown
−99.6%
Volatility
+46.0%
Peer position
Loading peer ranks…
Performance
Tata PMS Emerging Opportunities Investment Approach₹0.9May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.6% | +1.2% | −9.9% | +8.8% | −99.6% | −99.6% | |||||||
| 2025 | −5.6% | −9.9% | +7.3% | +0.6% | +5.8% | +1.7% | −0.0% | −2.7% | +0.6% | +1.6% | −1.1% | +1.0% | −1.9% |
| 2024 | −0.1% | −1.6% | +0.3% | +8.2% | +2.7% | +7.3% | +5.8% | −1.2% | +2.1% | 0.0% | −2.1% | −2.3% | +20.1% |
| 2023 | −1.4% | +0.6% | −1.5% | +5.9% | +4.6% | +6.8% | +5.6% | +1.7% | −0.6% | −1.9% | +8.8% | +4.1% | +37.2% |
| 2022 | −2.3% | −3.4% | +3.9% | −1.1% | −6.0% | −3.0% | +9.2% | +5.3% | +1.2% | +0.0% | −1.8% | −2.1% | −1.0% |
| 2021 | +7.6% | −1.5% | +1.2% | +4.7% | +2.6% | +7.0% | +3.7% | +1.3% | +2.5% | −1.3% | +0.3% | +31.3% |
Metrics
Tearsheet- 1M return
- −99.6%
- 3M return
- −99.6%
- 6M return
- −99.6%
- 1Y return
- −99.6%
- 2Y CAGR
- −93.2%
- 3Y CAGR
- −81.4%
- 5Y CAGR
- −61.8%
- Since-inception CAGR
- −58.6%
- Total return
- −99.1%
- Average month
- −0.3%
- Median month
- +0.6%
- Average up month
- +3.9%
- Best month
- +9.2%
- Best rolling 12M
- +42.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Tata PMS Emerging Opportunities Investment Approach performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Tata PMS Emerging Opportunities Investment Approach performed?
- Tata PMS Emerging Opportunities Investment Approach (Tata Asset Management Private Limited) shows CAGR -58.56% and max drawdown -99.59% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Tata PMS Emerging Opportunities Investment Approach CAGR / max drawdown?
- CAGR is -58.56%; max drawdown is -99.59%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do Tata PMS Emerging Opportunities Investment Approach returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Tata PMS Emerging Opportunities Investment Approach?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more