Know Your PMS · Monthly tearsheet
Growth and Momentum (TWRR Unitised)
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_202618 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
4.89%
Total return
7.43%
Max drawdown
-15.65%
Sharpe
0.34
Sortino
0.23
Calmar
0.31
Win months
61.11%
Best / worst month
11.9% / -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 | -4.86% | 4.28% | -12.95% | 11.89% | -0.41% | 6.13% | 1.95% | 2.46% | -6.69% | – | – | – | -0.45% |
2025 | – | – | – | 1.43% | 5.62% | 3.13% | -2.84% | -3.12% | 0.52% | 3.62% | 0.14% | -0.52% | 7.91% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 15.65% | 12 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.69% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
18.49%
Downside deviation
20.88%