Know Your PMS · Monthly tearsheet
AMALTAS STRATEGIC OPPORTUNITIES SERIES I
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_202615 months filedBM: S and P BSE 500 Total Return IndexBM: BenchmarkBM: BSE500TRI
CAGR
25.21%
Total return
32.45%
Max drawdown
-12.28%
Sharpe
0.92
Sortino
1.41
Calmar
2.05
Win months
46.67%
Best / worst month
22.1% / -10.8%
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 | 0.74% | -1.53% | -10.84% | 22.11% | -1.33% | 11.92% | 10.54% | -4.23% | -6.80% | – | – | – | 17.68% |
2025 | – | – | – | – | – | – | 0.00% | -1.01% | 1.94% | 4.17% | 7.96% | -0.82% | 12.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 12.28% | 4 mo |
| Aug_2026 | Sep_2026 | Ongoing | 10.74% | 2 mo · open |
| May_2026 | May_2026 | Jun_2026 | 1.33% | 1 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 1.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
27.46%
Downside deviation
17.93%