Know Your PMS · Monthly tearsheet
Omni Energy Transition
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: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
2.23%
Max drawdown
-10.98%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
23.2% / -9.0%
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 | -2.41% | 0.30% | -8.97% | 23.16% | -0.13% | 2.28% | -4.42% | -4.50% | – | – | – | – | 2.32% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.09% | -0.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 10.98% | 4 mo |
| Jul_2026 | Aug_2026 | Ongoing | 8.72% | 2 mo · open |
| May_2026 | May_2026 | Jun_2026 | 0.13% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
29.77%
Downside deviation
15.88%