Know Your PMS · Monthly tearsheet
Ace Midcap
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: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
26.96%
Total return
286.81%
Max drawdown
-26.89%
Sharpe
1.22
Sortino
1.60
Calmar
1.00
Win months
63.24%
Best / worst month
19.1% / -11.2%
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 | -4.76% | 1.03% | -9.05% | 19.12% | 2.93% | 9.12% | 5.49% | 1.87% | -4.36% | – | – | – | 20.34% |
2025 | -6.02% | -11.23% | 6.59% | 3.71% | 9.53% | 3.38% | -1.01% | -5.37% | 0.87% | 5.43% | 0.77% | -4.35% | 0.27% |
2024 | 16.93% | -2.46% | -2.30% | 10.15% | 6.18% | 1.09% | 10.62% | -2.79% | -0.63% | -6.01% | 0.34% | -3.80% | 27.72% |
2023 | -0.99% | -4.37% | -2.85% | 9.83% | 3.71% | 7.07% | 12.51% | 6.98% | 2.48% | -6.76% | 15.12% | 9.35% | 62.42% |
2022 | 0.29% | -6.56% | -0.45% | 6.07% | -2.80% | -6.78% | 7.84% | 5.14% | -1.85% | 4.75% | 7.82% | -3.06% | 9.24% |
2021 | – | 7.98% | 1.26% | 0.33% | 10.62% | 3.01% | 4.93% | 4.85% | 3.17% | -0.55% | 0.10% | 0.15% | 41.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jun_2026 | 26.89% | 22 mo |
| Dec_2022 | Mar_2023 | May_2023 | 10.83% | 5 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 10.61% | 10 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 6.76% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.70% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
21.53%
Downside deviation
16.81%