Know Your PMS · Monthly tearsheet

EquiPoise New India Opportunities

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_202626 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
Strategy page
CAGR
-1.51%
Total return
-3.25%
Max drawdown
-18.87%
Sharpe
0.00
Sortino
-0.08
Calmar
-0.08
Win months
50.00%
Best / worst month
12.5% / -12.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-3.45%1.32%-12.16%12.53%0.76%4.88%0.37%3.18%-3.24%–––2.40%
2025
-4.71%-8.78%8.89%2.05%5.87%2.38%-3.54%-3.46%2.70%1.89%-0.62%-0.15%1.23%
2024
–––––––0.00%-0.89%-5.12%1.06%-1.79%-6.67%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Sep_2024Feb_2025Ongoing18.87%25 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
17.37%
Downside deviation
18.02%