Know Your PMS · Monthly tearsheet
Aequitas India Opportunities Product
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 Sep_202668 months filedBM: NIFTY50(TRI)BM: NIFTY50TRIBM: Benchmark
CAGR
40.53%
Total return
587.57%
Max drawdown
-15.37%
Sharpe
1.79
Sortino
2.52
Calmar
2.64
Win months
72.06%
Best / worst month
16.0% / -9.5%
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 | 15.60% | 0.16% | -7.56% | 2.22% | 0.52% | -6.37% | 0.47% | 5.66% | -5.29% | – | – | – | 3.53% |
2025 | 0.98% | 0.48% | 4.27% | 4.78% | -0.33% | 0.15% | 1.95% | 2.05% | 9.34% | 3.80% | 3.31% | 5.07% | 41.83% |
2024 | 6.36% | -3.16% | -0.86% | 8.80% | -3.60% | 5.70% | 8.17% | -2.69% | -0.49% | -0.12% | -0.98% | 0.65% | 18.03% |
2023 | 0.10% | 2.18% | 4.43% | 9.93% | 2.06% | 7.34% | 16.04% | 8.47% | 3.39% | 0.64% | 9.03% | 3.78% | 90.63% |
2022 | 4.35% | -6.77% | 8.71% | 6.27% | -9.50% | -6.49% | 10.54% | 7.99% | -3.62% | 1.10% | 5.75% | 1.41% | 18.64% |
2021 | – | 9.59% | -1.03% | 12.76% | 14.27% | 12.90% | 14.98% | -5.61% | 2.88% | -0.31% | -5.40% | 5.58% | 75.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2022 | Jun_2022 | Aug_2022 | 15.37% | 3 mo |
| Mar_2026 | Jun_2026 | Ongoing | 11.07% | 7 mo · open |
| Aug_2021 | Nov_2021 | Jan_2022 | 8.42% | 5 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 6.77% | 1 mo |
| Aug_2024 | Nov_2024 | Mar_2025 | 4.23% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
16 mo
Longest loss streak
4 mo
Ann. volatility
20.24%
Downside deviation
16.11%