Know Your PMS · Monthly tearsheet
InvesQ Multicap 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_202629 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRIBM: Benchmark
CAGR
5.34%
Total return
13.41%
Max drawdown
-22.20%
Sharpe
0.37
Sortino
0.31
Calmar
0.24
Win months
51.72%
Best / worst month
14.8% / -9.7%
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 | -6.26% | -0.47% | -9.73% | 14.77% | 2.20% | 8.29% | 0.56% | 1.52% | -3.12% | – | – | – | 5.80% |
2025 | -9.64% | -7.13% | 7.03% | 1.01% | 8.87% | 1.54% | -0.23% | -2.02% | -1.16% | 2.45% | -3.49% | -2.75% | -6.82% |
2024 | – | – | – | – | 0.00% | 0.58% | 7.27% | 5.54% | -0.03% | 0.97% | 0.95% | -0.86% | 15.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Mar_2026 | Aug_2026 | 22.20% | 20 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.12% | 1 mo · open |
| Sep_2024 | Sep_2024 | Oct_2024 | 0.03% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
18.44%
Downside deviation
17.01%