Know Your PMS · Monthly tearsheet
Invesco India Challengers 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_202661 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
9.86%
Total return
61.25%
Max drawdown
-22.39%
Sharpe
0.67
Sortino
0.60
Calmar
0.44
Win months
60.66%
Best / worst month
11.6% / -10.2%
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 | -3.99% | -0.95% | -9.57% | 11.59% | 0.32% | 6.54% | 3.49% | 1.41% | -7.35% | – | – | – | -0.27% |
2025 | -10.17% | -9.23% | 7.47% | 4.11% | 3.35% | 1.56% | -1.13% | -0.30% | -1.59% | 2.05% | -1.18% | -3.66% | -9.75% |
2024 | 1.19% | 0.33% | 0.73% | 5.37% | -0.29% | 9.35% | 1.45% | 7.15% | 4.12% | -3.20% | 2.22% | 3.44% | 36.11% |
2023 | -5.20% | -0.77% | 0.40% | 2.19% | 8.19% | 6.12% | 1.06% | 4.64% | 2.49% | -2.26% | 8.23% | 4.10% | 32.25% |
2022 | -0.38% | -5.91% | 2.88% | -0.87% | -3.79% | -5.35% | 7.67% | 1.96% | 0.43% | 1.95% | 1.91% | -3.89% | -4.16% |
2021 | – | – | – | – | – | – | – | – | 0.00% | 5.54% | -3.81% | 2.30% | 3.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 22.39% | 21 mo · open |
| Nov_2021 | Jun_2022 | Jun_2023 | 14.34% | 19 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 3.20% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.26% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
15.98%
Downside deviation
16.49%