Know Your PMS · Monthly tearsheet
AURUM SMALL CAP OPPORTUNITIES
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: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
21.76%
Total return
205.11%
Max drawdown
-30.24%
Sharpe
0.95
Sortino
1.17
Calmar
0.72
Win months
55.88%
Best / worst month
21.2% / -13.3%
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 | -5.19% | -2.30% | -13.34% | 21.20% | 0.24% | 8.82% | 3.85% | -0.59% | -1.83% | – | – | – | 7.56% |
2025 | -11.41% | -12.53% | 3.89% | 3.65% | 14.39% | 3.31% | -1.31% | -3.99% | -0.61% | 3.77% | -2.66% | -3.81% | -9.77% |
2024 | 2.48% | -1.29% | -4.41% | 8.71% | -1.66% | 10.15% | 1.27% | 3.72% | -1.75% | -2.90% | 0.67% | 0.29% | 15.20% |
2023 | -1.12% | -0.70% | -2.64% | 9.07% | 12.88% | 5.41% | 8.53% | 9.10% | -1.13% | 1.61% | 6.89% | 1.49% | 60.10% |
2022 | 0.11% | -10.08% | 9.58% | -2.05% | -8.17% | -1.27% | 10.32% | 7.81% | -3.24% | 0.63% | 2.17% | -4.08% | -0.58% |
2021 | – | 15.15% | 15.64% | 2.53% | 12.57% | 7.82% | 3.92% | -8.34% | 4.80% | -0.73% | -1.10% | 5.58% | 71.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 30.24% | 25 mo · open |
| Aug_2021 | Jun_2022 | Aug_2022 | 12.78% | 12 mo |
| Sep_2022 | Mar_2023 | May_2023 | 8.78% | 8 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.64% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 1.66% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
23.54%
Downside deviation
18.53%