Know Your PMS · Monthly tearsheet
Next Trillion Dollar Opportunity Strategy
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_202668 months filedBM: S and P BSE 500 TRBM: BenchmarkBM: BSE500TRI
CAGR
10.43%
Total return
75.50%
Max drawdown
-25.13%
Sharpe
0.67
Sortino
0.59
Calmar
0.42
Win months
63.24%
Best / worst month
13.2% / -12.3%
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 | -3.42% | -0.22% | -10.56% | 13.18% | 0.71% | 2.92% | 3.69% | 2.01% | -6.60% | – | – | – | -0.11% |
2025 | -12.30% | -10.45% | 7.24% | 2.59% | 8.35% | 4.18% | -2.37% | -5.39% | 1.37% | 4.40% | 1.75% | -2.92% | -5.83% |
2024 | 4.69% | -0.79% | 0.38% | 4.64% | -2.18% | 8.64% | 5.36% | 2.31% | 4.23% | -5.57% | 0.89% | 0.07% | 24.19% |
2023 | -3.02% | -0.68% | -1.78% | 5.50% | 1.90% | 1.07% | 2.75% | 4.96% | 2.06% | -0.24% | 9.37% | 4.04% | 28.44% |
2022 | -3.11% | -5.40% | 1.83% | -2.84% | -4.42% | -6.27% | 10.73% | 3.44% | -2.99% | 1.85% | 0.22% | -4.47% | -11.98% |
2021 | – | 5.11% | 1.97% | -0.88% | 6.71% | 2.17% | 4.17% | 3.18% | 3.98% | 0.87% | -1.85% | 3.68% | 32.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 25.13% | 24 mo · open |
| Jan_2022 | Jun_2022 | Nov_2023 | 18.76% | 22 mo |
| May_2024 | May_2024 | Jun_2024 | 2.18% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.85% | 1 mo |
| Apr_2021 | Apr_2021 | May_2021 | 0.88% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
16.73%
Downside deviation
17.78%