Know Your PMS · Monthly tearsheet
Agreya Momentum Enhancer
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_202640 months filedBM: NIFTY 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
12.91%
Total return
49.91%
Max drawdown
-19.67%
Sharpe
0.83
Sortino
0.79
Calmar
0.66
Win months
62.50%
Best / worst month
12.6% / -13.7%
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 | -0.95% | 4.07% | -13.67% | 5.78% | 0.68% | -1.19% | -0.74% | 1.44% | – | – | – | – | -5.71% |
2025 | -5.61% | -4.21% | 4.22% | 3.47% | 3.03% | 4.29% | -4.56% | -1.52% | 0.69% | 0.04% | 1.02% | -1.17% | -0.97% |
2024 | 4.52% | 7.16% | -2.17% | 5.42% | 0.61% | 2.29% | 4.13% | -3.14% | 1.20% | -6.45% | 0.42% | -1.01% | 12.84% |
2023 | – | – | – | – | 4.92% | 5.55% | 4.54% | -2.25% | 7.57% | -2.80% | 6.77% | 12.62% | 42.28% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 19.67% | 25 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.80% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 2.25% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.17% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
16.04%
Downside deviation
16.33%