Know Your PMS · Monthly tearsheet
ARTH LONG TERM OWNER APPROACH
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_202630 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
4.80%
Total return
12.43%
Max drawdown
-38.27%
Sharpe
0.30
Sortino
0.23
Calmar
0.13
Win months
43.33%
Best / worst month
24.0% / -14.7%
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 | -1.54% | -2.13% | -14.72% | 23.99% | 3.15% | 8.95% | -0.75% | -2.81% | -1.22% | – | – | – | 9.11% |
2025 | -5.65% | -12.91% | 8.99% | 7.19% | 4.16% | 1.24% | -3.40% | -1.97% | 4.61% | 2.23% | -4.57% | -0.93% | -3.08% |
2024 | – | – | – | 11.50% | 3.18% | 2.85% | 15.93% | -4.82% | -8.61% | -4.75% | -2.28% | -4.27% | 6.32% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 38.27% | 26 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
7 mo
Ann. volatility
27.17%
Downside deviation
20.80%