Know Your PMS · Monthly tearsheet
India Special 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 May_202656 months filedBM: S and P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
10.75%
Total return
61.04%
Max drawdown
-21.58%
Sharpe
0.73
Sortino
0.74
Calmar
0.50
Win months
60.71%
Best / worst month
11.9% / -10.7%
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 | -2.27% | -1.40% | -10.66% | 10.24% | -0.31% | – | – | – | – | – | – | – | -5.39% |
2025 | -2.80% | -9.09% | 8.18% | 2.91% | 4.06% | 1.93% | -5.95% | -2.13% | 0.21% | 3.47% | 1.24% | -0.50% | 0.32% |
2024 | 2.39% | 1.87% | 0.62% | 3.13% | 3.60% | 7.55% | 3.67% | 1.11% | 2.09% | -6.55% | -1.15% | -1.70% | 17.19% |
2023 | -1.28% | -0.04% | 0.47% | – | – | – | – | – | – | -3.36% | 6.39% | 8.81% | 10.92% |
2022 | 0.02% | -5.98% | 5.04% | 0.32% | -2.15% | -4.74% | 9.60% | 2.85% | -1.04% | 4.97% | 0.73% | -2.98% | 5.70% |
2021 | – | 11.90% | 1.60% | 1.72% | – | – | 3.50% | 3.94% | 1.42% | -1.31% | -2.06% | 1.26% | 23.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 21.58% | 20 mo · open |
| Oct_2021 | Jun_2022 | Aug_2022 | 9.60% | 10 mo |
| Dec_2022 | Oct_2023 | Dec_2023 | 7.04% | 6 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 1.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
15.42%
Downside deviation
14.59%