Know Your PMS · Monthly tearsheet
TCG India Investment 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_202623 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
12.18%
Total return
24.64%
Max drawdown
-21.91%
Sharpe
0.58
Sortino
0.60
Calmar
0.56
Win months
52.17%
Best / worst month
20.5% / -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 | -2.03% | 7.00% | -8.68% | 20.53% | 2.43% | 4.34% | -2.25% | 4.64% | -0.12% | – | – | – | 25.98% |
2025 | -9.04% | -12.32% | 10.42% | 2.80% | 12.29% | 2.33% | -2.33% | -3.44% | 1.19% | 3.66% | 0.60% | -2.39% | 1.05% |
2024 | – | – | – | – | – | – | – | – | – | – | 0.00% | -2.09% | -2.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Jun_2025 | 21.91% | 6 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 8.68% | 1 mo |
| Jul_2025 | Aug_2025 | Feb_2026 | 5.69% | 7 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 2.25% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.12% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
24.14%
Downside deviation
20.36%