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 May_202623 months filedBM: BenchmarkBM: NIFTYDEBT
CAGR
11.10%
Total return
22.35%
Max drawdown
0.00%
Sharpe
8.06
Sortino
Not reported
Calmar
Not reported
Win months
95.65%
Best / worst month
1.8% / 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 | 0.36% | 0.85% | 0.77% | 1.15% | 0.60% | – | – | – | – | – | – | – | 3.78% |
2025 | 1.08% | 1.06% | 0.91% | 1.28% | 1.04% | 1.02% | 0.83% | 0.15% | 1.28% | 0.98% | 0.94% | 0.86% | 12.04% |
2024 | – | – | – | – | – | – | 0.00% | 1.77% | 1.09% | 0.82% | 0.53% | 0.91% | 5.22% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
22 mo
Longest loss streak
0 mo
Ann. volatility
1.28%
Downside deviation
0.00%