Strategy performance
INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP
Birla Sun Life Asset Management Company Limited · AUM ₹516 Cr · as of May 2026
Our read
₹100 grew to ₹163.9 since inception (+16.0% CAGR), with a max drawdown of −20.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+10.5%
Since inception
+16.0%
Max drawdown
−20.9%
Volatility
+15.7%
Peer position
Loading peer ranks…
Performance
INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP₹163.9May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.2% | −1.4% | −10.7% | +10.3% | −0.3% | −5.4% | |||||||
| 2025 | −2.7% | −9.0% | +8.2% | +2.9% | +4.1% | +1.9% | −5.9% | −2.1% | +0.2% | +3.5% | +1.2% | −0.5% | +0.6% |
| 2024 | +2.3% | +1.8% | +0.6% | +3.0% | +3.5% | +7.1% | +3.4% | +1.0% | +2.0% | −6.2% | −1.0% | −1.7% | +16.3% |
| 2023 | +3.3% | +5.8% | +2.9% | +3.2% | +0.3% | +2.6% | −3.2% | +6.2% | +8.5% | +33.2% | |||
| 2022 | — | ||||||||||||
| 2021 | +8.2% | +2.7% | +11.1% |
Metrics
Tearsheet- 1M return
- −0.3%
- 3M return
- −1.8%
- 6M return
- −5.8%
- 1Y return
- −7.2%
- 2Y CAGR
- −0.4%
- 3Y CAGR
- +10.5%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +16.0%
- Total return
- +63.9%
- Average month
- +1.3%
- Median month
- +2.0%
- Average up month
- +3.7%
- Best month
- +10.3%
- Best rolling 12M
- +51.4%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP performed?
- INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP (Birla Sun Life Asset Management Company Limited) shows CAGR 15.98% and max drawdown -20.91% 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 INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP CAGR / max drawdown?
- CAGR is 15.98%; max drawdown is -20.91%. We only publish CAGR when there are enough months (≥12 on this track of 40 months). Learn more
- Where do INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP 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 INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP?
- 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