Know Your PMS · Monthly tearsheet
AMSEC LIFE
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: BSE500TRIBM: BenchmarkBM: NIFTY50TRIBM: Nifty50BM: Nifty 50
CAGR
7.22%
Total return
47.59%
Max drawdown
-28.18%
Sharpe
0.53
Sortino
0.49
Calmar
0.26
Win months
55.22%
Best / worst month
10.7% / -11.1%
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 | -3.60% | -1.22% | -11.08% | 7.44% | -0.67% | 1.31% | 3.24% | -0.26% | -6.19% | – | – | – | -11.57% |
2025 | -8.47% | -9.14% | 4.12% | 1.89% | 6.26% | 4.67% | -6.11% | -3.72% | 1.92% | 2.43% | -1.11% | -2.11% | -10.35% |
2024 | – | 5.05% | -1.69% | 2.04% | 0.13% | 7.50% | 3.20% | 3.72% | 1.44% | -5.43% | -0.85% | 0.91% | 16.54% |
2023 | -3.09% | -1.86% | -1.99% | 4.05% | 6.00% | 4.79% | 1.03% | -0.29% | 2.44% | -2.02% | 7.55% | 3.23% | 20.94% |
2022 | -0.17% | -5.16% | 7.28% | -4.06% | -3.70% | -3.87% | 10.68% | 2.40% | -2.35% | -1.43% | 1.98% | -3.49% | -3.14% |
2021 | – | 5.51% | 2.14% | 3.99% | 5.49% | 3.93% | 3.00% | 7.10% | 2.80% | -1.50% | -2.22% | 1.63% | 36.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 28.18% | 24 mo · open |
| Oct_2021 | Jun_2022 | Aug_2022 | 11.70% | 10 mo |
| Sep_2022 | Mar_2023 | Jun_2023 | 11.69% | 9 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.02% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.69% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
15.11%
Downside deviation
14.71%