Know Your PMS · Monthly tearsheet

EQUENTIS SPECIAL 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 Aug_202619 months filedBM: NIFTY50TRIBM: Benchmark
Strategy page
CAGR
12.20%
Total return
20.00%
Max drawdown
-17.03%
Sharpe
0.78
Sortino
0.69
Calmar
0.72
Win months
63.16%
Best / worst month
11.2% / -10.8%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-4.18%1.26%-10.82%11.22%2.11%2.22%1.37%4.09%––––5.99%
2025
–0.00%5.97%0.16%6.84%4.12%-2.85%-3.52%1.27%3.30%-1.22%-1.00%13.22%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jul_2025Mar_2026Aug_202617.03%13 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
15.96%
Downside deviation
17.75%