Know Your PMS · Monthly tearsheet
India Growth Opportunities Multicap
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Jul_202653 months filedBM: NIFTY50TRIBM: BenchmarkBM: NIFTY50
CAGR
13.94%
Total return
77.99%
Max drawdown
-12.36%
Sharpe
1.00
Sortino
0.82
Calmar
1.13
Win months
28.30%
Best / worst month
13.7% / -10.4%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | – | 0.00% |
2025 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2024 | 8.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 8.73% |
2023 | – | – | – | – | – | – | – | – | 0.72% | 1.69% | 13.69% | 5.11% | 22.39% |
2022 | -0.06% | -6.29% | 10.27% | 1.72% | -10.42% | -2.17% | 6.69% | – | – | – | – | – | -1.78% |
2021 | – | 5.31% | -0.10% | 5.47% | 10.90% | 3.45% | 5.30% | -4.18% | 7.12% | -3.05% | -3.33% | 5.60% | 36.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2022 | Jun_2022 | Nov_2023 | 12.36% | 5 mo |
| Oct_2021 | Feb_2022 | Mar_2022 | 7.31% | 5 mo |
| Aug_2021 | Aug_2021 | Sep_2021 | 4.18% | 1 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 0.10% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
13.98%
Downside deviation
16.91%