Know Your PMS · Monthly tearsheet
Omni Strategic Defence
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
3.57%
Max drawdown
-16.85%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
21.4% / -13.4%
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 | 0.35% | -2.89% | -13.36% | 21.36% | -0.06% | 1.36% | -1.11% | 2.46% | – | – | – | – | 5.17% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -1.52% | -1.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 16.85% | 4 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.11% | 1 mo |
| May_2026 | May_2026 | Jun_2026 | 0.06% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
29.44%
Downside deviation
21.38%