

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since 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 benchmark | 4.62% | 0.53% | 2.70% | 1.50% | 0.64% | −0.54% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Oct 2024 | 28 Feb 2025 | −19.89% | 135 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |