Strength
Growth without a gut punch
+25.21% annualised with a -12.28% max drawdown. Equity PMS rarely delivers both at once on the same track.
Amaltas Strategic Opportunities Series I Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Age: 15 months
Trailing return from filed months
- 1Y
- 31.25%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 25.21%
- Max DD
- -12.28%
- Calmar
- 2.05
- Track
- 15 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Strength
Return covers the worst drop
Calmar of 2.05 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Wins cluster in fewer months
Hit rate is only +46.7%. Gains arrive in bunches, so long red stretches are part of how this track works.
Strength
Most holding windows finished up
100% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
25.23%
Annualised Return
25.21%
Hit Rate
46.67%
Maximum Drawdown
-12.28%
Annualised Volatility
34.74%
Sharpe Ratio
1.02
Sortino Ratio
1.41
Consistency Score
44.4%
PPerformance(27)RRisk(12)CConsistency(9)
- Average Monthly Return P
- 2.95%
- Geometric Mean Return P
- 2.53%
- Average Drawdown P
- -2.14%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 2 mo
- Time to Recovery P
- 4 mo
- Return / Max Drawdown P
- 2.05
- Return / Avg Drawdown P
- 6.28
- Ulcer Index P
- 4.40%
- Positive Rolling Periods % P
- 100.00%
- Return Stability Score P
- 9.97
- Return Persistence P
- -0.38
- Worst Rolling 12M Return P
- 31.25%
- Best Rolling 12M Return P
- 48.39%
- Maximum Monthly Loss P
- -10.84%
- Worst 3-Month Period P
- -11.55%
- Worst 6-Month Period P
- 5.69%
- Return Smoothness Index P
- 5.74
- Worst Case Investor Entry P
- 31.25%
- Capital Preservation Score P
- 87.72%
- Aggressiveness Score P
- 10.03%
- Recovery Efficiency P
- 2.05
- Downside Volatility R
- 14.48%
- Upside Volatility R
- 30.29%
- Time in Drawdown % R
- 44.44%
- VaR 95% R
- -13.54%
- VaR 99% R
- -20.38%
- CVaR 95% R
- -13.54%
- CVaR 99% R
- -20.38%
- Semi Variance R
- 0.0017
- Volatility of Drawdowns R
- 4.02%
- CAGR per Unit Drawdown R
- 2.05
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.79
- Return Kurtosis C
- 0.31
- Coefficient of Variation C
- 3.40
- Calmar Ratio C
- 2.05
- Sterling Ratio C
- 6.28
- Burke Ratio C
- 1.54
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
AMALTAS STRATEGIC OPPORTUNITIES SERIES I performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has AMALTAS STRATEGIC OPPORTUNITIES SERIES I performed?
- AMALTAS STRATEGIC OPPORTUNITIES SERIES I (AMALTAS ASSET MANAGEMENT LLP) shows CAGR 25.21% and max drawdown -12.28% 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 AMALTAS STRATEGIC OPPORTUNITIES SERIES I CAGR / max drawdown?
- CAGR is 25.21%; max drawdown is -12.28%. We only publish CAGR when there are enough months (≥12 on this track of 15 months). Learn more
- Where do AMALTAS STRATEGIC OPPORTUNITIES SERIES I 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 AMALTAS STRATEGIC OPPORTUNITIES SERIES I?
- 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