Know Your PMS · Monthly tearsheet
India Special Opportunities Portfolio NR
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 May_202659 months filedBM: S and P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
11.17%
Total return
68.32%
Max drawdown
-21.48%
Sharpe
0.80
Sortino
0.76
Calmar
0.52
Win months
62.71%
Best / worst month
10.3% / -10.7%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.23% | -1.47% | -10.68% | 10.28% | -0.30% | – | – | – | – | – | – | – | -5.39% |
2025 | -2.78% | -9.17% | 8.26% | 2.94% | 4.11% | 1.94% | -5.95% | -2.15% | 0.21% | 3.50% | 1.25% | -0.46% | 0.47% |
2024 | 2.41% | 1.93% | 0.54% | 3.08% | 3.75% | 7.65% | 3.67% | 1.00% | 2.12% | -6.53% | -1.13% | -1.72% | 17.34% |
2023 | -1.23% | -0.09% | 0.58% | 3.37% | 5.89% | 2.90% | 3.54% | 0.29% | 2.65% | -3.37% | 6.47% | 8.94% | 33.56% |
2022 | 0.07% | -6.00% | 5.21% | 0.04% | -1.95% | -4.66% | 9.60% | 3.04% | -1.17% | 5.04% | 0.71% | -2.94% | 6.06% |
2021 | – | – | – | – | – | – | 3.48% | 4.04% | 1.27% | -1.46% | -2.05% | 1.24% | 6.54% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 21.48% | 20 mo · open |
| Oct_2021 | Jun_2022 | Aug_2022 | 9.56% | 10 mo |
| Dec_2022 | Feb_2023 | May_2023 | 4.22% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.37% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 1.17% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
14.58%
Downside deviation
14.60%