Know Your PMS · Monthly tearsheet
India Growth Opportunitiies MulticapApproach 1
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 Apr_20234 months filed
CAGR
Needs 12 months
Total return
6.20%
Max drawdown
-2.50%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
8.1% / -1.7%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | – | – | – | 8.08% | – | – | – | – | – | – | – | – | 8.08% |
2022 | – | – | – | – | – | – | – | – | -1.74% | -0.77% | 0.78% | – | -1.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2022 | Oct_2022 | Apr_2023 | 2.50% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
13.35%
Downside deviation
4.66%