Know Your PMS · Monthly tearsheet
AURUM GROWTH OPPORTUNITIES
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: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
19.09%
Total return
169.17%
Max drawdown
-24.54%
Sharpe
0.97
Sortino
1.10
Calmar
0.78
Win months
61.76%
Best / worst month
20.3% / -13.6%
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 | -4.87% | 1.23% | -13.61% | 20.26% | 2.73% | 8.42% | 2.36% | 2.30% | -3.43% | – | – | – | 12.69% |
2025 | -8.36% | -7.78% | 4.82% | 3.74% | 10.81% | 2.65% | -1.83% | -2.04% | 0.75% | 4.80% | -2.70% | -4.61% | -1.49% |
2024 | 2.61% | -1.43% | -0.66% | 3.22% | -3.12% | 7.21% | 4.87% | 6.70% | 3.18% | -5.45% | -1.31% | -1.33% | 14.50% |
2023 | 0.02% | -2.14% | -0.01% | 5.06% | 6.60% | 5.03% | 4.41% | 2.59% | -0.14% | -1.02% | 4.49% | 1.87% | 29.74% |
2022 | 1.48% | -9.87% | 5.06% | -2.46% | -7.47% | -2.96% | 9.04% | 5.71% | 0.52% | 3.39% | 1.96% | -1.66% | 1.09% |
2021 | – | 16.00% | 12.33% | 7.71% | 12.18% | 2.50% | 2.72% | -5.78% | 1.47% | 0.44% | -2.52% | 4.06% | 61.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Jun_2026 | 24.54% | 20 mo |
| Aug_2021 | Jun_2022 | Nov_2022 | 18.02% | 15 mo |
| Dec_2022 | Mar_2023 | Apr_2023 | 3.75% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.43% | 1 mo · open |
| May_2024 | May_2024 | Jun_2024 | 3.12% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
19.94%
Downside deviation
17.30%