Know Your PMS · Monthly tearsheet
The Opportunistic Equity 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 May_20266 months filedBM: BenchmarkBM: BSE500TRI
CAGR
Needs 12 months
Total return
5.53%
Max drawdown
-10.09%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
14.5% / -6.8%
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 | -0.97% | – | -6.81% | 14.47% | 2.23% | – | – | – | – | – | – | – | 8.00% |
2025 | – | – | – | – | – | – | – | – | – | – | 0.29% | -2.57% | -2.29% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 10.09% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
22.85%
Downside deviation
14.69%