Know Your PMS · Monthly tearsheet
Bay India Opportunities Portfolio
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_202644 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
10.37%
Total return
43.57%
Max drawdown
-24.78%
Sharpe
0.70
Sortino
0.59
Calmar
0.42
Win months
63.64%
Best / worst month
9.0% / -11.2%
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 | -6.63% | -3.93% | -11.22% | 9.02% | 1.90% | 3.75% | 2.65% | 2.14% | -7.36% | – | – | – | -10.85% |
2025 | -5.26% | -6.00% | 2.95% | 2.93% | 4.24% | 3.94% | -0.96% | 0.39% | 0.30% | 4.02% | -3.12% | -2.02% | 0.68% |
2024 | 1.77% | 2.11% | -4.38% | 5.96% | -3.15% | 7.59% | 4.40% | 4.17% | 2.96% | -6.09% | -0.54% | 0.45% | 15.26% |
2023 | 0.00% | – | -0.56% | 6.99% | 8.37% | 7.11% | 2.51% | 2.34% | -1.76% | 1.35% | 7.18% | 0.38% | 38.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 24.78% | 24 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.38% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 3.15% | 1 mo |
| Sep_2023 | Sep_2023 | Nov_2023 | 1.76% | 2 mo |
| Mar_2023 | Mar_2023 | Apr_2023 | 0.56% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
15.74%
Downside deviation
17.61%