Know Your PMS · Monthly tearsheet
OPTIMA - Multi Cap Equities DPMS
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_20266 months filed
CAGR
Needs 12 months
Total return
16.03%
Max drawdown
-2.69%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
83.33%
Best / worst month
9.9% / -2.7%
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 | – | – | – | 9.90% | 1.74% | 2.32% | 0.54% | 3.66% | -2.69% | – | – | – | 16.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 2.69% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
13.23%
Downside deviation
9.32%