Know Your PMS · Monthly tearsheet
Invesco India Caterpillar 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 Sep_202668 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
19.96%
Total return
180.47%
Max drawdown
-24.18%
Sharpe
1.13
Sortino
1.11
Calmar
0.83
Win months
66.18%
Best / worst month
11.6% / -14.6%
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 | -1.64% | 2.42% | -10.37% | 11.61% | 1.10% | 4.90% | 1.14% | 5.09% | -5.26% | – | – | – | 7.62% |
2025 | -9.68% | -14.57% | 5.41% | 2.52% | 6.82% | 4.65% | -2.65% | -4.03% | 2.72% | 5.25% | -2.91% | -0.45% | -9.00% |
2024 | 1.26% | -0.78% | 0.71% | 7.35% | 0.68% | 10.15% | 5.47% | 3.81% | 3.97% | -3.72% | 2.50% | -0.43% | 34.74% |
2023 | -0.75% | -0.20% | 0.62% | 3.73% | 5.61% | 6.44% | 5.12% | -0.04% | 0.36% | 0.16% | 7.13% | 4.89% | 37.93% |
2022 | 1.60% | -6.84% | 9.46% | -3.96% | -4.13% | -5.73% | 8.90% | 1.98% | -2.96% | 0.59% | -1.09% | -0.19% | -3.76% |
2021 | – | 9.17% | 1.55% | 1.75% | 7.68% | 7.36% | 4.44% | 1.33% | 9.97% | 5.57% | -2.40% | 2.39% | 60.11% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 24.18% | 22 mo |
| Apr_2022 | Jun_2022 | May_2023 | 13.20% | 13 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 6.84% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.26% | 1 mo · open |
| Nov_2021 | Nov_2021 | Jan_2022 | 2.40% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
17.40%
Downside deviation
17.97%