Know Your PMS · Monthly tearsheet

Credit Opportunities Portfolio - PAYOUT

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 May_202621 months filedBM: BenchmarkBM: NIFTYDEBT
Strategy page
CAGR
10.30%
Total return
18.72%
Max drawdown
0.00%
Sharpe
7.67
Sortino
Not reported
Calmar
Not reported
Win months
95.24%
Best / worst month
1.3% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.04%0.75%0.90%1.18%0.43%–––––––3.34%
2025
1.02%1.27%0.86%1.23%1.17%0.86%1.01%0.54%1.26%1.15%0.89%0.80%12.75%
2024
––––––––0.00%0.51%0.48%0.89%1.89%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
20 mo
Longest loss streak
0 mo
Ann. volatility
1.25%
Downside deviation
0.00%