Know Your PMS · Monthly tearsheet
Emerging Opportunities Strategy
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_202615 months filedBM: BenchmarkBM: BSE500TRI
CAGR
3.61%
Total return
4.54%
Max drawdown
-18.96%
Sharpe
0.27
Sortino
0.24
Calmar
0.19
Win months
40.00%
Best / worst month
15.2% / -11.4%
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 | -2.78% | -2.78% | -11.38% | 15.17% | -0.50% | 6.19% | 3.01% | 2.65% | -3.66% | – | – | – | 3.83% |
2025 | – | – | – | – | – | – | -1.18% | -0.73% | 0.97% | 5.06% | -2.57% | -0.70% | 0.68% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jul_2026 | 18.96% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.66% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 1.90% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
5 mo
Ann. volatility
19.51%
Downside deviation
14.95%