Know Your PMS · Monthly tearsheet

Credit 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 May_202623 months filedBM: BenchmarkBM: NIFTYDEBT
Strategy page
CAGR
11.10%
Total return
22.35%
Max drawdown
0.00%
Sharpe
8.06
Sortino
Not reported
Calmar
Not reported
Win months
95.65%
Best / worst month
1.8% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.36%0.85%0.77%1.15%0.60%–––––––3.78%
2025
1.08%1.06%0.91%1.28%1.04%1.02%0.83%0.15%1.28%0.98%0.94%0.86%12.04%
2024
––––––0.00%1.77%1.09%0.82%0.53%0.91%5.22%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
22 mo
Longest loss streak
0 mo
Ann. volatility
1.28%
Downside deviation
0.00%