Know Your PMS · Monthly tearsheet
Focused Opportunities Strategy.
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: BenchmarkBM: BSE500TRIBM: S and P BSE 500 TR
CAGR
24.99%
Total return
253.89%
Max drawdown
-22.80%
Sharpe
1.15
Sortino
1.18
Calmar
1.10
Win months
69.12%
Best / worst month
18.0% / -12.4%
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 | -3.93% | 3.91% | -8.92% | 17.99% | 1.99% | 1.28% | -1.65% | -1.39% | -5.86% | – | – | – | 1.17% |
2025 | -11.91% | -12.36% | 7.88% | -0.68% | 9.91% | 0.91% | 2.08% | -10.31% | 1.64% | 5.30% | -0.94% | 1.89% | -9.26% |
2024 | 6.49% | 3.50% | -6.27% | 11.64% | 2.33% | 8.10% | 9.38% | 1.85% | 1.72% | -4.47% | 0.88% | 7.47% | 49.73% |
2023 | -3.91% | -3.72% | -0.70% | 8.26% | 6.74% | 8.23% | 0.57% | 9.73% | 2.02% | -0.69% | 8.86% | 8.46% | 51.68% |
2022 | 1.84% | -8.33% | 4.20% | 0.45% | -6.34% | -5.61% | 8.91% | 4.04% | 1.40% | 6.45% | 1.49% | 1.26% | 8.58% |
2021 | – | 11.23% | 1.00% | -1.05% | 15.17% | 4.24% | 11.76% | 0.42% | 2.91% | 2.73% | -4.49% | 3.37% | 56.33% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jun_2026 | 22.80% | 17 mo |
| Feb_2022 | Jun_2022 | Oct_2022 | 15.17% | 8 mo |
| Jul_2026 | Sep_2026 | Ongoing | 8.70% | 3 mo · open |
| Jan_2023 | Mar_2023 | May_2023 | 8.13% | 4 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 6.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
21.38%
Downside deviation
21.22%