Know Your PMS · Monthly tearsheet
SUNIOP
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_202668 months filedBM: BenchmarkBM: BSE500TRIBM: S and P BSE 500 TRI
CAGR
8.16%
Total return
55.99%
Max drawdown
-16.49%
Sharpe
0.63
Sortino
0.69
Calmar
0.49
Win months
51.47%
Best / worst month
11.7% / -9.8%
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 | -2.88% | -1.88% | -9.76% | 8.01% | -2.88% | 3.12% | 5.61% | -1.21% | -6.26% | – | – | – | -9.02% |
2025 | -1.83% | -5.90% | 3.14% | 5.04% | 2.37% | 3.31% | -2.49% | -1.99% | -0.85% | 5.35% | 1.74% | -0.97% | 6.46% |
2024 | -4.51% | -1.57% | 2.29% | 0.61% | -1.58% | 7.87% | 2.28% | 1.89% | 3.96% | -5.06% | -1.20% | -2.75% | 1.49% |
2023 | -4.52% | -0.48% | -1.23% | 3.54% | 6.41% | 3.16% | 0.60% | 0.72% | -0.71% | -1.09% | 4.75% | 3.25% | 14.80% |
2022 | -1.78% | -3.70% | 3.69% | -2.25% | -6.23% | -4.94% | 8.90% | 3.55% | -0.77% | 1.49% | 2.26% | -2.28% | -3.02% |
2021 | – | 11.73% | -0.39% | -0.92% | 3.95% | 3.73% | 3.68% | 7.71% | 3.17% | 3.75% | -2.66% | 3.03% | 42.54% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 16.49% | 24 mo · open |
| Jan_2022 | Jun_2022 | May_2023 | 14.54% | 16 mo |
| Jan_2024 | Feb_2024 | Jun_2024 | 6.01% | 5 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 2.66% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 1.79% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.04%
Downside deviation
11.89%