Know Your PMS · Monthly tearsheet
Credit Opportunities 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 Aug_20269 months filedBM: NIFTYDEBT
CAGR
Needs 12 months
Total return
7.65%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
1.4% / 0.4%
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 | 0.36% | 0.85% | 0.77% | 1.15% | 0.60% | 1.35% | 0.90% | 0.57% | – | – | – | – | 6.74% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.86% | 0.86% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
0 mo
Ann. volatility
0.98%
Downside deviation
0.00%