Know Your PMS · Monthly tearsheet
Enam India 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_202633 months filedBM: BenchmarkBM: BSE500TRI
CAGR
14.93%
Total return
46.63%
Max drawdown
-15.37%
Sharpe
1.00
Sortino
0.85
Calmar
0.97
Win months
69.70%
Best / worst month
11.3% / -8.8%
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 | -2.45% | 2.63% | -8.36% | 11.33% | 1.36% | 6.96% | 0.88% | 1.91% | -3.26% | – | – | – | 10.13% |
2025 | -7.24% | -8.76% | 7.21% | 3.68% | 3.13% | 2.96% | 0.76% | -2.47% | 0.93% | 4.37% | 1.66% | -0.44% | 4.66% |
2024 | 0.54% | -0.44% | 0.10% | 3.74% | – | – | – | – | – | – | – | – | 3.95% |
2023 | – | – | – | – | 0.00% | 3.54% | 4.87% | 2.69% | 1.95% | -3.35% | 6.44% | 4.65% | 22.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jul_2025 | 15.37% | 6 mo |
| Dec_2025 | Mar_2026 | Apr_2026 | 8.66% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.35% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.26% | 1 mo · open |
| Aug_2025 | Aug_2025 | Oct_2025 | 2.47% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
14.81%
Downside deviation
17.64%