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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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%