Know Your PMS · Monthly tearsheet
Roha Emerging Champions 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 Sep_202668 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
24.30%
Total return
243.09%
Max drawdown
-27.67%
Sharpe
1.06
Sortino
1.21
Calmar
0.88
Win months
61.76%
Best / worst month
21.0% / -13.2%
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 | -4.07% | 1.27% | -12.84% | 21.03% | -1.67% | 4.83% | 1.85% | 0.18% | -1.72% | – | – | – | 5.93% |
2025 | -13.19% | -12.06% | 9.63% | -0.26% | 7.57% | 5.38% | 0.69% | -4.36% | -3.53% | 3.86% | -3.50% | -3.05% | -14.58% |
2024 | 7.39% | 3.02% | -4.62% | 11.22% | -5.05% | 7.46% | 5.73% | 3.67% | -0.65% | -1.06% | 2.85% | 1.24% | 34.34% |
2023 | -1.67% | -4.91% | -0.98% | 8.98% | 10.25% | 10.29% | 8.02% | 4.48% | 0.81% | 1.13% | 8.21% | 1.46% | 54.98% |
2022 | 4.46% | -10.90% | 5.56% | 0.55% | -8.88% | -4.55% | 7.75% | 4.08% | -1.15% | 1.52% | 2.12% | -0.89% | -2.13% |
2021 | – | 20.15% | 1.27% | 4.92% | 11.23% | 13.13% | 8.87% | -1.58% | 5.24% | -1.61% | -2.89% | 7.51% | 86.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 27.67% | 21 mo · open |
| Feb_2022 | Jun_2022 | May_2023 | 17.75% | 15 mo |
| May_2024 | May_2024 | Jun_2024 | 5.05% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.62% | 1 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 4.45% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
23.11%
Downside deviation
20.04%