Know Your PMS · Monthly tearsheet
Sohum India Opportunities Investment Approach
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_202634 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
8.12%
Total return
24.75%
Max drawdown
-16.17%
Sharpe
0.62
Sortino
0.51
Calmar
0.50
Win months
61.76%
Best / worst month
8.8% / -11.7%
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 | -2.14% | 1.74% | -11.73% | 8.79% | -0.43% | 2.43% | 1.68% | -0.48% | -5.40% | – | – | – | -6.65% |
2025 | -4.18% | -6.30% | 5.71% | 3.96% | 3.76% | 3.72% | -0.95% | -1.74% | 1.37% | 4.19% | 2.47% | 0.01% | 11.86% |
2024 | 1.10% | 1.44% | 0.79% | 5.72% | 1.34% | 8.49% | 3.22% | 1.04% | 2.12% | -3.62% | -1.25% | -1.90% | 19.47% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 16.17% | 12 mo |
| Jan_2026 | Mar_2026 | Ongoing | 12.12% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
13.93%
Downside deviation
15.85%