Know Your PMS · Monthly tearsheet
AAA Couture Plan 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
23.37%
Total return
75.09%
Max drawdown
-18.80%
Sharpe
1.11
Sortino
1.15
Calmar
1.24
Win months
75.00%
Best / worst month
21.4% / -10.1%
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 | -5.40% | 2.68% | -7.44% | 21.41% | 11.88% | – | – | – | – | – | – | – | 22.13% |
2025 | -8.07% | -10.08% | 7.86% | 0.43% | 7.39% | 1.61% | 3.30% | -1.90% | 0.74% | 3.62% | 0.39% | 0.02% | 3.78% |
2024 | 3.04% | 0.63% | -1.27% | 7.30% | 0.56% | 7.40% | 5.19% | 3.85% | 0.20% | -3.80% | 1.71% | 0.39% | 27.55% |
2023 | – | – | – | – | – | – | – | – | – | -1.85% | 5.34% | 4.75% | 8.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 18.80% | 12 mo |
| Jan_2026 | Mar_2026 | Apr_2026 | 10.09% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.85% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
20.49%
Downside deviation
20.29%