Know Your PMS · Monthly tearsheet
SUNOPP
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 Jan_202210 months filed
CAGR
Needs 12 months
Total return
13.83%
Max drawdown
-9.22%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
70.00%
Best / worst month
6.7% / -6.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | 4.34% | – | – | – | – | – | – | – | – | – | – | – | 4.34% |
2021 | – | – | – | -0.55% | 4.97% | 0.92% | 4.67% | 6.72% | 0.74% | 1.36% | -6.62% | -2.78% | 9.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Dec_2021 | Ongoing | 9.22% | 3 mo · open |
| Apr_2021 | Apr_2021 | May_2021 | 0.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
13.27%
Downside deviation
14.40%