Know Your PMS · Monthly tearsheet
MIDCAP - Long Term Capital Appreciation through Equity MF
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
15.64%
Total return
125.12%
Max drawdown
-19.16%
Sharpe
1.05
Sortino
0.97
Calmar
0.82
Win months
68.66%
Best / worst month
11.3% / -10.3%
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 | -3.54% | 1.49% | -10.33% | 11.35% | 0.82% | 2.17% | 2.04% | 1.89% | -6.25% | – | – | – | -1.86% |
2025 | -8.77% | -9.64% | 6.09% | 2.72% | 5.13% | 4.73% | -1.66% | -1.97% | 0.32% | 3.49% | 0.43% | -0.78% | -1.35% |
2024 | 1.78% | 1.98% | -1.81% | 5.84% | 3.11% | 9.74% | 4.58% | 1.47% | 2.87% | -4.88% | 1.72% | 1.35% | 30.66% |
2023 | -1.86% | 0.33% | -1.35% | 3.99% | 5.84% | 5.05% | 4.02% | 3.36% | 1.28% | -2.40% | 8.30% | 5.60% | 36.50% |
2022 | -0.94% | -5.47% | 1.90% | 1.31% | -5.28% | -4.44% | 10.91% | 5.17% | -0.34% | 1.05% | 0.72% | -2.07% | 1.38% |
2021 | – | – | -0.59% | 1.20% | 5.83% | 5.04% | 4.86% | 2.94% | 3.19% | 1.28% | -0.67% | 2.62% | 28.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 19.16% | 22 mo |
| Jan_2022 | Jun_2022 | Aug_2022 | 12.50% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.25% | 1 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 4.88% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.40% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
2 mo
Ann. volatility
14.92%
Downside deviation
16.16%