Know Your PMS · Monthly tearsheet
AURUM MICRO CAP 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_202640 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
1.16%
Total return
3.92%
Max drawdown
-47.12%
Sharpe
0.16
Sortino
0.05
Calmar
0.02
Win months
52.50%
Best / worst month
21.5% / -14.1%
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 | -7.04% | -2.65% | -14.12% | 21.51% | 3.21% | 5.20% | 2.03% | 5.20% | 0.16% | – | – | – | 10.23% |
2025 | -8.36% | -12.11% | -2.54% | 9.68% | 9.56% | 2.79% | -4.29% | -6.18% | -5.37% | 1.88% | -7.32% | 2.78% | -20.04% |
2024 | 6.37% | -3.24% | -3.83% | 9.03% | -4.30% | 7.50% | 12.27% | -1.01% | 0.04% | -9.64% | -3.82% | -1.12% | 6.08% |
2023 | – | – | – | – | – | 0.00% | 1.69% | 1.82% | 0.70% | 1.47% | 5.89% | -0.78% | 11.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 47.12% | 26 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.95% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 4.30% | 1 mo |
| Dec_2023 | Dec_2023 | Jan_2024 | 0.78% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
6 mo
Ann. volatility
23.72%
Downside deviation
22.69%