Know Your PMS · Monthly tearsheet

Emerging Sector Opportunity 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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
Strategy page
CAGR
11.25%
Total return
81.34%
Max drawdown
-16.55%
Sharpe
0.63
Sortino
0.84
Calmar
0.68
Win months
25.37%
Best / worst month
40.5% / -5.9%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%4.19%0.00%0.00%0.00%0.00%0.00%––––4.19%
2025
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
2024
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
2023
-2.24%-0.95%40.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%36.08%
2022
-1.24%-5.81%4.94%-4.08%-3.90%-5.90%10.11%4.17%-3.70%5.61%2.72%-4.68%-3.29%
2021
–4.44%1.76%0.72%4.53%3.00%1.47%9.22%3.92%1.09%-2.57%1.16%32.25%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Nov_2021Jun_2022Nov_202216.55%12 mo
Dec_2022Feb_2023Mar_20237.70%3 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
19.31%
Downside deviation
13.42%