Know Your PMS · Monthly tearsheet
Growth 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_202621 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
0.25%
Total return
0.45%
Max drawdown
-14.18%
Sharpe
0.11
Sortino
0.01
Calmar
0.02
Win months
42.86%
Best / worst month
12.9% / -11.7%
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 | -0.74% | 2.39% | -11.67% | 12.88% | -1.11% | 1.27% | 3.23% | -0.07% | -5.45% | – | – | – | -1.02% |
2025 | -4.31% | -10.31% | 5.13% | 5.49% | 6.58% | 3.31% | -1.61% | -4.05% | -0.35% | 4.46% | -0.54% | -0.93% | 1.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | May_2025 | 14.18% | 4 mo |
| Jul_2025 | Mar_2026 | Jul_2026 | 13.07% | 12 mo |
| Aug_2026 | Sep_2026 | Ongoing | 5.52% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
18.92%
Downside deviation
17.69%