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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 32.41% | 11 mo · open |
| Jan_2025 | Feb_2025 | Oct_2025 | 20.09% | 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%