Know Your PMS · Monthly tearsheet
TCG All Cap Opportunities 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_202613 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
-1.07%
Total return
-1.16%
Max drawdown
-16.08%
Sharpe
0.04
Sortino
-0.05
Calmar
-0.07
Win months
53.85%
Best / worst month
11.6% / -12.3%
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 | -3.00% | -0.25% | -12.27% | 11.61% | 0.27% | 1.96% | 2.08% | 2.69% | -6.98% | – | – | – | -5.55% |
2025 | – | – | – | – | – | – | – | – | 0.00% | 5.21% | 0.62% | -1.14% | 4.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Aug_2026 | 16.08% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.98% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
18.91%
Downside deviation
22.43%