Know Your PMS · Monthly tearsheet
HighGrowth - Long Term Capital Appreciation through equities investments
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_202667 months filedBM: Nifty 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
-6.81%
Total return
-32.57%
Max drawdown
-61.56%
Sharpe
-0.04
Sortino
-0.17
Calmar
-0.11
Win months
59.70%
Best / worst month
13.7% / -57.3%
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 | -3.34% | -0.13% | -12.29% | 13.68% | 4.00% | 2.35% | 5.89% | 0.01% | -1.33% | – | – | – | 7.06% |
2025 | -2.09% | -6.43% | 4.15% | 0.62% | 2.32% | 5.56% | 6.41% | -3.04% | -1.38% | 1.22% | -3.52% | -0.78% | 2.24% |
2024 | 2.19% | 0.12% | -2.09% | 3.68% | 1.39% | 6.38% | 0.59% | 3.78% | 3.00% | -4.20% | -0.17% | 0.39% | 15.65% |
2023 | -3.04% | -1.37% | -2.84% | 2.90% | -57.31% | 2.70% | 3.24% | 2.38% | 1.02% | -3.29% | 4.62% | 2.01% | -53.80% |
2022 | -1.44% | -4.54% | 3.66% | -1.66% | -5.21% | -4.62% | 4.86% | 2.99% | -3.42% | 3.36% | 4.66% | -3.73% | -5.81% |
2021 | – | – | 1.41% | -0.08% | 4.19% | 5.35% | 5.05% | 0.65% | 1.03% | -0.08% | 0.95% | 2.16% | 22.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | May_2023 | Ongoing | 61.56% | 57 mo · open |
| Apr_2021 | Apr_2021 | May_2021 | 0.08% | 1 mo |
| Oct_2021 | Oct_2021 | Nov_2021 | 0.08% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
27.79%
Downside deviation
40.39%