Know Your PMS · Monthly tearsheet
The Opportunistic
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_20265 months filedBM: BSE500TRIBM: BSE500(TRI)
CAGR
Needs 12 months
Total return
17.69%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
5.5% / 0.0%
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 | – | 5.03% | – | – | – | 3.42% | 2.65% | 5.53% | 0.02% | – | – | – | 17.69% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
0 mo
Ann. volatility
6.78%
Downside deviation
0.00%