

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| TATA ACT | −9.77% | −4.64% | 1.58% | 9.82% | 9.89% | 10.86% |
| Nifty 500 | −13.88% | −3.12% | 1.32% | 12.89% | 11.76% | 13.51% |
| Excess over benchmark | 4.11% | −1.52% | 0.26% | −3.07% | −1.87% | −2.65% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Oct 2024 | 28 Feb 2025 | −18.72% | 135 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |