Know Your PMS · Monthly tearsheet
EQUITREE EMERGING 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_202668 months filedBM: BenchmarkBM: BSE500TRIBM: S and P BSE 500 Total Return Index
CAGR
29.61%
Total return
334.77%
Max drawdown
-30.31%
Sharpe
1.13
Sortino
1.51
Calmar
0.98
Win months
57.35%
Best / worst month
21.9% / -12.6%
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 | -8.20% | -4.34% | -10.13% | 21.88% | -0.69% | 10.76% | -3.81% | 1.25% | 1.19% | – | – | – | 4.27% |
2025 | -6.27% | -12.64% | 5.71% | -2.61% | 7.44% | 5.90% | -1.90% | -4.38% | 4.88% | 2.10% | -7.14% | -1.30% | -11.70% |
2024 | 7.99% | -7.13% | -5.64% | 14.71% | 0.78% | 16.72% | 10.61% | 1.58% | -1.20% | -2.36% | 1.90% | 7.20% | 51.19% |
2023 | -3.34% | -3.51% | -3.85% | 12.43% | 10.32% | 10.89% | 8.99% | 11.43% | -0.74% | 5.83% | 5.83% | 7.91% | 79.70% |
2022 | 5.71% | -11.39% | 1.75% | 9.04% | -9.53% | 1.16% | 5.14% | 5.12% | -0.43% | -0.83% | -0.04% | 0.00% | 3.76% |
2021 | – | 19.70% | -1.81% | 6.41% | 19.05% | 4.31% | 4.96% | -5.35% | 5.80% | -5.21% | 1.24% | 6.93% | 67.51% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 30.31% | 21 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 12.37% | 2 mo |
| Feb_2022 | Mar_2023 | May_2023 | 11.98% | 15 mo |
| Aug_2021 | Aug_2021 | Sep_2021 | 5.35% | 1 mo |
| Oct_2021 | Oct_2021 | Dec_2021 | 5.21% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
25.81%
Downside deviation
19.57%