Know Your PMS · Monthly tearsheet
Ace 15
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_202668 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
16.49%
Total return
137.47%
Max drawdown
-17.03%
Sharpe
1.13
Sortino
1.31
Calmar
0.97
Win months
60.29%
Best / worst month
10.4% / -9.1%
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 | -2.70% | 1.30% | -9.09% | 9.04% | -0.82% | 4.02% | 2.24% | -2.58% | -6.77% | – | – | – | -6.40% |
2025 | -1.33% | -8.88% | 5.43% | 4.06% | 6.26% | 2.24% | -0.58% | -2.56% | 2.64% | 4.18% | 3.35% | -2.06% | 12.36% |
2024 | 6.28% | 2.87% | -0.95% | 3.64% | 3.31% | 1.84% | 6.01% | -0.45% | -0.28% | -5.70% | 1.34% | -2.72% | 15.52% |
2023 | 0.04% | -2.73% | -0.71% | 4.17% | 3.93% | 3.43% | 5.32% | 0.83% | 3.58% | -2.75% | 9.47% | 10.42% | 39.89% |
2022 | 0.40% | -2.40% | 4.18% | -0.23% | -1.17% | -5.72% | 7.01% | 3.82% | -3.12% | 7.35% | 1.70% | -3.29% | 7.85% |
2021 | – | 6.90% | 0.60% | 0.83% | 9.03% | -0.46% | 2.22% | 3.50% | 2.88% | -1.14% | -2.40% | 4.82% | 29.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Oct_2025 | 17.03% | 14 mo |
| Dec_2025 | Mar_2026 | Jul_2026 | 12.24% | 7 mo |
| Aug_2026 | Sep_2026 | Ongoing | 9.18% | 2 mo · open |
| Apr_2022 | Jun_2022 | Aug_2022 | 7.04% | 4 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.56% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
14.42%
Downside deviation
12.63%