Know Your PMS · Monthly tearsheet
THE GREAT INDIA OPPORTUNITY
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_202668 months filedBM: BSE500TRIBM: BSE-500 INDEXBM: BSE500INDEXBM: Benchmark
CAGR
21.78%
Total return
205.39%
Max drawdown
-25.27%
Sharpe
1.02
Sortino
1.27
Calmar
0.86
Win months
57.35%
Best / worst month
22.2% / -13.1%
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 | -5.28% | 3.82% | -9.20% | 22.20% | 4.12% | 2.79% | -1.89% | -1.98% | -0.93% | – | – | – | 11.26% |
2025 | -10.40% | -13.13% | 5.51% | 0.83% | 11.24% | 6.22% | -1.50% | -1.81% | -2.36% | 2.96% | -3.07% | -2.17% | -9.79% |
2024 | 11.98% | -0.82% | 0.00% | 10.57% | -0.27% | 4.42% | 8.29% | -0.68% | -2.45% | 1.23% | 2.72% | -3.99% | 33.95% |
2023 | -5.03% | -7.85% | 4.41% | 7.93% | 8.02% | 4.84% | 5.53% | 12.54% | -4.37% | 1.33% | 12.02% | -0.74% | 42.92% |
2022 | 3.22% | -3.94% | 6.45% | 2.06% | -6.20% | -4.36% | 9.75% | 12.25% | -3.69% | 1.03% | 2.38% | 1.23% | 20.06% |
2021 | – | 5.54% | -2.09% | 2.79% | 7.42% | 6.10% | 6.20% | -4.60% | 7.79% | 0.08% | -3.53% | 3.72% | 32.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Jun_2026 | 25.27% | 18 mo |
| Jan_2023 | Feb_2023 | May_2023 | 12.49% | 4 mo |
| May_2022 | Jun_2022 | Aug_2022 | 10.29% | 3 mo |
| Jul_2026 | Sep_2026 | Ongoing | 4.73% | 3 mo · open |
| Aug_2021 | Aug_2021 | Sep_2021 | 4.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
21.41%
Downside deviation
17.08%