Know Your PMS · Monthly tearsheet
India Opportunites Strategy
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 Jan_202659 months filedBM: Benchmark
CAGR
Not reported
Total return
-228.04%
Max drawdown
-209.62%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
61.02%
Best / worst month
23.9% / -166.1%
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 | 0.00% | – | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | 3.52% | 0.08% | 5.39% | 3.03% | 0.00% | 0.00% | 0.53% | 0.00% | -0.01% | 0.00% | 23.86% | – | 40.06% |
2024 | 0.01% | 2.25% | 0.06% | -0.05% | 0.15% | 0.06% | 0.06% | 6.09% | -0.41% | 0.56% | -0.07% | 8.82% | 18.48% |
2023 | -0.08% | -0.11% | -3.68% | 0.02% | -0.06% | 1.24% | 6.16% | -0.28% | -0.12% | 3.54% | 0.60% | -166.06% | -170.78% |
2022 | -0.04% | 0.03% | 0.01% | 0.69% | -0.14% | 0.32% | -0.02% | 0.30% | -0.05% | 0.12% | 5.92% | -1.54% | 5.57% |
2021 | – | -0.02% | 0.43% | 1.59% | 0.11% | 0.53% | 0.83% | 0.57% | -1.34% | 0.27% | 0.23% | 0.04% | 3.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2023 | Nov_2025 | Ongoing | 209.62% | 25 mo · open |
| Dec_2022 | May_2023 | Jul_2023 | 5.38% | 7 mo |
| Sep_2021 | Sep_2021 | Jun_2022 | 1.34% | 9 mo |
| Aug_2023 | Sep_2023 | Oct_2023 | 0.40% | 2 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 0.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
75.83%
Downside deviation
135.63%