Know Your PMS · Monthly tearsheet
AAA India Opportunity Plan Equity
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_202632 months filedBM: BenchmarkBM: BSE500TRI
CAGR
12.22%
Total return
35.98%
Max drawdown
-16.91%
Sharpe
0.79
Sortino
0.74
Calmar
0.72
Win months
62.50%
Best / worst month
10.7% / -11.8%
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 | -3.27% | -0.07% | -11.84% | 10.69% | 0.95% | – | – | – | – | – | – | – | -4.78% |
2025 | -4.95% | -7.33% | 5.87% | 2.83% | 4.34% | 3.65% | -2.52% | -1.76% | -0.44% | 3.63% | 2.19% | -1.05% | 3.61% |
2024 | 1.65% | 1.38% | 0.45% | 5.86% | 1.64% | 8.19% | 3.45% | 3.89% | 2.60% | -4.93% | 0.56% | -1.33% | 25.34% |
2023 | – | – | – | – | – | – | – | – | – | -3.16% | 6.95% | 6.17% | 9.96% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 16.91% | 20 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
15.93%
Downside deviation
16.61%