Know Your PMS · Monthly tearsheet
INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP
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_202640 months filedBM: BSE500TRIBM: S and P BSE 500 TRIBM: Benchmark
CAGR
15.98%
Total return
63.89%
Max drawdown
-20.91%
Sharpe
1.03
Sortino
0.96
Calmar
0.76
Win months
67.50%
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 | -2.24% | -1.42% | -10.67% | 10.27% | -0.30% | – | – | – | – | – | – | – | -5.35% |
2025 | -2.70% | -9.03% | 8.22% | 2.92% | 4.07% | 1.95% | -5.94% | -2.15% | 0.22% | 3.51% | 1.24% | -0.49% | 0.61% |
2024 | 2.28% | 1.78% | 0.56% | 2.99% | 3.48% | 7.10% | 3.44% | 1.03% | 2.00% | -6.18% | -1.02% | -1.67% | 16.30% |
2023 | – | – | – | 3.32% | 5.83% | 2.85% | 3.21% | 0.29% | 2.58% | -3.21% | 6.18% | 8.53% | 33.19% |
2021 | – | – | – | – | 8.19% | 2.70% | – | – | – | – | – | – | 11.11% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 20.91% | 20 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.21% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
15.48%
Downside deviation
16.70%