Know Your PMS · Monthly tearsheet
Harmony Income Opportunities Discretionary Debt PMS
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_202642 months filedBM: BenchmarkBM: CRISILCOMPOSITEBONDBM: CRISIL Composite Bond Index
CAGR
9.21%
Total return
36.10%
Max drawdown
-0.59%
Sharpe
7.27
Sortino
4.50
Calmar
15.60
Win months
97.62%
Best / worst month
1.4% / -0.6%
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 | 0.52% | 0.84% | 0.17% | 1.31% | 0.57% | 1.29% | – | – | 0.57% | – | – | – | 5.38% |
2025 | 0.86% | 0.55% | 0.45% | 1.35% | 1.23% | 0.86% | 1.13% | 0.64% | 0.69% | 0.92% | 0.85% | 0.64% | 10.65% |
2024 | 0.99% | 0.68% | 0.83% | 0.64% | 0.87% | 0.89% | 1.05% | 0.69% | 1.16% | 0.92% | 0.59% | 0.25% | 9.99% |
2023 | – | -0.59% | 0.30% | 0.90% | 0.76% | 0.73% | 0.89% | 0.72% | 0.75% | 0.50% | 0.76% | 0.24% | 6.11% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2023 | Feb_2023 | Apr_2023 | 0.59% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
41 mo
Longest loss streak
1 mo
Ann. volatility
1.20%
Downside deviation
2.04%