Know Your PMS · Monthly tearsheet
InCred Select 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_202642 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
15.70%
Total return
66.58%
Max drawdown
-31.31%
Sharpe
0.75
Sortino
0.67
Calmar
0.50
Win months
64.29%
Best / worst month
15.1% / -14.9%
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 | -9.69% | 0.48% | -9.13% | 11.85% | 1.71% | 4.22% | 5.47% | 3.62% | -4.74% | – | – | – | 1.78% |
2025 | -9.79% | -14.90% | 5.02% | 1.11% | 9.92% | 1.62% | 0.79% | -4.65% | 1.69% | 7.06% | -5.46% | -4.43% | -13.92% |
2024 | 3.83% | -0.97% | -8.36% | 15.08% | -4.12% | 13.82% | 2.43% | 7.95% | -0.06% | -2.56% | 1.13% | -1.73% | 26.63% |
2023 | – | – | – | 4.46% | 12.12% | 6.31% | 8.41% | 5.62% | 1.16% | -2.90% | 3.37% | 3.72% | 50.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 31.31% | 25 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 9.25% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 4.12% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.90% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
22.87%
Downside deviation
23.57%