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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 18.87% | 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%