Know Your PMS · Monthly tearsheet
Decennium Opportunity 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_202659 months filedBM: S and P BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
10.14%
Total return
60.75%
Max drawdown
-30.58%
Sharpe
0.58
Sortino
0.51
Calmar
0.33
Win months
59.32%
Best / worst month
17.1% / -13.3%
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 | -3.43% | 1.75% | -12.81% | 17.15% | 1.83% | 7.11% | -1.51% | 1.53% | -1.93% | – | – | – | 7.35% |
2025 | -13.34% | -11.58% | 6.61% | -1.85% | 13.91% | 0.65% | -1.73% | -3.56% | -0.08% | 1.74% | -2.30% | -3.12% | -16.17% |
2024 | 2.40% | 2.05% | -1.62% | 5.84% | 1.58% | 8.99% | 2.21% | 1.14% | 2.36% | -7.33% | 3.09% | 1.18% | 23.21% |
2023 | -6.17% | 1.47% | -2.50% | 5.44% | 7.10% | 4.24% | 6.59% | 5.59% | 0.96% | -0.94% | 8.03% | 2.37% | 36.02% |
2022 | -0.33% | -5.52% | 9.42% | 2.42% | -8.13% | -5.43% | 10.83% | 4.74% | 1.73% | 1.63% | -0.11% | -3.76% | 5.79% |
2021 | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.75% | 0.75% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 30.58% | 24 mo · open |
| May_2022 | Jun_2022 | Aug_2022 | 13.12% | 3 mo |
| Nov_2022 | Mar_2023 | May_2023 | 10.76% | 6 mo |
| Jan_2022 | Feb_2022 | Mar_2022 | 5.83% | 2 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.62% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
19.89%
Downside deviation
20.04%