Know Your PMS · Monthly tearsheet
AAA Budding Beasts Equity
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 May_202632 months filedBM: BenchmarkBM: BSE500TRI
CAGR
19.58%
Total return
61.11%
Max drawdown
-21.58%
Sharpe
0.98
Sortino
1.11
Calmar
0.91
Win months
59.38%
Best / worst month
15.8% / -11.3%
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 | -4.10% | 2.74% | -9.84% | 15.78% | 5.50% | – | – | – | – | – | – | – | 8.51% |
2025 | -7.42% | -11.30% | 7.25% | 1.67% | 11.43% | 2.65% | -0.18% | -2.62% | 0.22% | 3.81% | -0.22% | -0.94% | 2.38% |
2024 | 3.21% | -1.91% | -1.68% | 8.57% | 3.21% | 10.40% | 5.95% | 3.95% | 1.56% | -4.65% | 0.80% | -0.64% | 31.53% |
2023 | – | – | – | – | – | – | – | – | – | -1.68% | 8.87% | 3.01% | 10.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Apr_2026 | 21.58% | 18 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.56% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.68% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
20.17%
Downside deviation
17.60%