Strategy performance
India Special Opportunities Portfolio
Birla Sun Life Asset Management Company Limited · AUM ₹417 Cr · as of May 2026
Our read
₹100 grew to ₹161.0 since inception (+10.7% CAGR), with a max drawdown of −21.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+6.2%
Since inception
+10.7%
Max drawdown
−21.6%
Volatility
+15.6%
Peer position
Loading peer ranks…
Performance
India Special Opportunities Portfolio₹161.0May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.3% | −1.4% | −10.7% | +10.2% | −0.3% | −5.4% | |||||||
| 2025 | −2.8% | −9.1% | +8.2% | +2.9% | +4.1% | +1.9% | −6.0% | −2.1% | +0.2% | +3.5% | +1.2% | −0.5% | +0.3% |
| 2024 | +2.4% | +1.9% | +0.6% | +3.1% | +3.6% | +7.5% | +3.7% | +1.1% | +2.1% | −6.5% | −1.1% | −1.7% | +17.2% |
| 2023 | −1.3% | −0.0% | +0.5% | −3.4% | +6.4% | +8.8% | +10.9% | ||||||
| 2022 | +0.0% | −6.0% | +5.0% | +0.3% | −2.1% | −4.7% | +9.6% | +2.9% | −1.0% | +5.0% | +0.7% | −3.0% | +5.7% |
| 2021 | +11.9% | +1.6% | +1.7% | +3.5% | +3.9% | +1.4% | −1.3% | −2.1% | +1.3% | +23.5% |
Metrics
Tearsheet- 1M return
- −0.3%
- 3M return
- −1.8%
- 6M return
- −5.9%
- 1Y return
- −7.3%
- 2Y CAGR
- −0.4%
- 3Y CAGR
- +6.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +10.7%
- Total return
- +61.0%
- Average month
- +1.0%
- Median month
- +0.9%
- Average up month
- +3.6%
- Best month
- +11.9%
- Best rolling 12M
- +44.4%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
India Special Opportunities Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has India Special Opportunities Portfolio performed?
- India Special Opportunities Portfolio (Birla Sun Life Asset Management Company Limited) shows CAGR 10.75% and max drawdown -21.58% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is India Special Opportunities Portfolio CAGR / max drawdown?
- CAGR is 10.75%; max drawdown is -21.58%. We only publish CAGR when there are enough months (≥12 on this track of 56 months). Learn more
- Where do India Special Opportunities Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite India Special Opportunities Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more