Know Your PMS · Monthly tearsheet
EQUENTIS 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 Aug_202619 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
12.20%
Total return
20.00%
Max drawdown
-17.03%
Sharpe
0.78
Sortino
0.69
Calmar
0.72
Win months
63.16%
Best / worst month
11.2% / -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 | -4.18% | 1.26% | -10.82% | 11.22% | 2.11% | 2.22% | 1.37% | 4.09% | – | – | – | – | 5.99% |
2025 | – | 0.00% | 5.97% | 0.16% | 6.84% | 4.12% | -2.85% | -3.52% | 1.27% | 3.30% | -1.22% | -1.00% | 13.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Aug_2026 | 17.03% | 13 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
15.96%
Downside deviation
17.75%