Know Your PMS · Monthly tearsheet
Agreya Momentum
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: NIFTY50TRIBM: Benchmark
CAGR
10.49%
Total return
39.46%
Max drawdown
-23.72%
Sharpe
0.72
Sortino
0.67
Calmar
0.44
Win months
60.00%
Best / worst month
10.1% / -12.7%
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 | -1.14% | 3.80% | -12.70% | 8.22% | 0.31% | -2.18% | -1.02% | 2.01% | – | – | – | – | -3.95% |
2025 | -5.76% | -4.31% | 3.06% | 2.07% | 2.58% | 4.36% | -4.52% | -1.03% | 0.60% | 0.04% | 1.13% | -1.55% | -3.85% |
2024 | 6.34% | 6.49% | -2.18% | 3.76% | 1.18% | 3.42% | 4.38% | -2.72% | -0.15% | -7.46% | 0.47% | -1.95% | 11.16% |
2023 | – | – | – | – | 5.04% | 6.21% | 2.79% | -0.81% | 3.69% | -2.61% | 7.43% | 10.08% | 35.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 23.72% | 25 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.61% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.18% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 0.81% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
15.36%
Downside deviation
15.57%