Know Your PMS · Monthly tearsheet
Envision 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_202665 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
16.38%
Total return
127.39%
Max drawdown
-22.86%
Sharpe
1.04
Sortino
1.17
Calmar
0.72
Win months
58.46%
Best / worst month
13.4% / -10.2%
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 | -7.27% | -2.31% | -8.26% | 13.36% | 0.97% | 7.38% | 2.34% | 3.39% | -3.95% | – | – | – | 3.81% |
2025 | -10.17% | -8.96% | 5.09% | 4.15% | 7.79% | 3.28% | -0.03% | 1.20% | 1.47% | 4.62% | -0.92% | -2.18% | 3.73% |
2024 | 3.91% | -1.36% | – | 7.00% | -1.87% | 10.64% | 3.55% | 3.40% | 2.50% | -4.06% | -1.36% | -0.33% | 23.26% |
2023 | -2.89% | -0.07% | -0.81% | 4.05% | 6.07% | 6.03% | 7.56% | 5.34% | -0.62% | -0.63% | 5.28% | 2.42% | 35.90% |
2022 | -1.84% | -6.10% | 1.99% | 2.43% | -3.38% | -3.39% | 5.99% | 7.90% | -1.02% | 2.86% | 1.83% | -2.95% | 3.43% |
2021 | – | – | – | 1.40% | 5.33% | 1.54% | 3.46% | 3.72% | 6.16% | -1.58% | -1.57% | 1.85% | 21.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 22.86% | 12 mo |
| Nov_2025 | Mar_2026 | Jul_2026 | 19.45% | 8 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 11.32% | 10 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.58% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.95% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.77%
Downside deviation
14.03%