Know Your PMS · Monthly tearsheet
Omni Barons
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_20269 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
7.35%
Max drawdown
-12.94%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
17.0% / -12.9%
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 | 2.23% | 3.32% | -12.94% | 16.97% | 0.20% | 1.93% | -1.38% | -1.15% | – | – | – | – | 7.09% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.24% | 0.24% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 12.94% | 1 mo |
| Jul_2026 | Aug_2026 | Ongoing | 2.51% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
25.00%
Downside deviation
26.13%