

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| TATA Enterprising India Investment | −9.16% | 0.75% | 5.54% | 10.96% | 9.94% | 10.97% |
| Nifty 500 | −13.88% | −3.12% | 1.32% | 12.89% | 11.76% | 11.55% |
| Excess over benchmark | 4.72% | 3.87% | 4.22% | −1.93% | −1.82% | −0.58% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 28 Feb 2025 | −17.65% | 152 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |