Know Your PMS · Monthly tearsheet
Emerging Sector Opportunity 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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
11.25%
Total return
81.34%
Max drawdown
-16.55%
Sharpe
0.63
Sortino
0.84
Calmar
0.68
Win months
25.37%
Best / worst month
40.5% / -5.9%
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 | 0.00% | 0.00% | 4.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | 4.19% |
2025 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2024 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2023 | -2.24% | -0.95% | 40.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 36.08% |
2022 | -1.24% | -5.81% | 4.94% | -4.08% | -3.90% | -5.90% | 10.11% | 4.17% | -3.70% | 5.61% | 2.72% | -4.68% | -3.29% |
2021 | – | 4.44% | 1.76% | 0.72% | 4.53% | 3.00% | 1.47% | 9.22% | 3.92% | 1.09% | -2.57% | 1.16% | 32.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Nov_2022 | 16.55% | 12 mo |
| Dec_2022 | Feb_2023 | Mar_2023 | 7.70% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
19.31%
Downside deviation
13.42%