Know Your PMS · Monthly tearsheet
LONG TERM 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 Aug_202667 months filedBM: BSE500TRIBM: S and P BSE 500 Total Return IndexBM: Benchmark
CAGR
16.59%
Total return
135.64%
Max drawdown
-15.76%
Sharpe
1.18
Sortino
1.45
Calmar
1.05
Win months
61.19%
Best / worst month
11.5% / -9.3%
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 | -4.28% | 5.01% | -9.33% | 11.50% | 2.83% | 2.55% | 4.17% | 1.46% | – | – | – | – | 13.26% |
2025 | -2.27% | -4.95% | 5.84% | 0.65% | 4.20% | 3.51% | -3.34% | -2.76% | 1.47% | 1.94% | 3.43% | -3.06% | 4.04% |
2024 | 1.29% | 3.66% | -2.64% | 7.25% | -2.31% | 10.66% | 4.60% | 1.60% | -2.20% | -5.06% | -0.34% | -2.00% | 14.22% |
2023 | -1.85% | 1.40% | -1.80% | 4.86% | 4.49% | 1.84% | 4.04% | 2.93% | -1.80% | -2.65% | 6.39% | 2.81% | 22.11% |
2022 | -1.33% | -4.94% | 2.29% | -0.21% | -1.05% | -4.60% | 8.39% | 3.63% | -1.39% | 0.63% | 2.67% | -2.74% | 0.59% |
2021 | – | 7.19% | -0.71% | 3.08% | 7.73% | 3.97% | 5.37% | 3.80% | 4.91% | 0.73% | -0.44% | 0.79% | 42.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Jun_2026 | 15.76% | 21 mo |
| Jan_2022 | Jun_2022 | Aug_2022 | 9.62% | 7 mo |
| Dec_2022 | Mar_2023 | May_2023 | 4.95% | 5 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.40% | 2 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.64% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
6 mo
Ann. volatility
13.80%
Downside deviation
11.48%