Know Your PMS · Monthly tearsheet

OPULENCE

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: BSE500TRIBM: S and P BSE 500BM: Benchmark
Strategy page
CAGR
-4.96%
Total return
-8.52%
Max drawdown
-32.42%
Sharpe
-0.02
Sortino
-0.18
Calmar
-0.15
Win months
47.62%
Best / worst month
23.6% / -17.5%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-8.11%-7.50%-11.83%23.61%1.57%5.76%-6.73%2.12%0.71%–––-4.55%
2025
-3.19%-17.46%6.04%-0.15%9.03%4.84%-1.98%-4.08%8.36%7.85%-6.46%-3.59%-4.17%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Nov_2025Mar_2026Ongoing32.41%11 mo · open
Jan_2025Feb_2025Oct_202520.09%9 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
3 mo
Longest loss streak
5 mo
Ann. volatility
29.94%
Downside deviation
27.58%