PMS · Equity · Mid & Small Cap
TATA - Emerging Opportunities
Fund size₹15 Cr
Alpha (3Y)2.60%
3Y return14.39%
Fund age19 yrs 11 mo
Fund Managers
Growth of₹Cr
TATA Emerging Opportunities
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
TATA Emerging Opportunities−9.26%−2.59%4.02%14.39%12.40%11.01%
Nifty 500−13.88%−3.12%1.32%12.89%11.76%11.55%
Excess over benchmark4.62%0.53%2.70%1.50%0.64%−0.54%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2026.
Risk : What you take on to earn the return
Volatility
15.61%
Benchmark approx 14.30%
A standard deviation reflecting historical swings.
Sensitivity
0.88
Beta vs benchmark 1.00 · 12% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.52
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.89% from its 16 Oct 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−19.89%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme16 Oct 202428 Feb 2025−19.89%135 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak16 Oct 2024
Trough28 Feb 2025
Depth−19.89%
Fell over135 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Mar 2026
Portfolio Details : Where the money actually sits
Stocks
31
P/E ratio
25.68
P/B ratio
3.56
Dividend yield
0.21%
Avg market cap
₹96,931 Cr
Median market cap
₹20,185 Cr
Asset class
Equity
Market cap
Large cap22.71%
Mid cap23.36%
Small cap36.61%
Cash & others17.32%
As on 31 Mar 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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