Know Your PMS · Monthly tearsheet
Multiplier
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: S and P BSE 500 (TR)BM: BenchmarkBM: BSE500TRI
CAGR
33.47%
Total return
413.36%
Max drawdown
-26.34%
Sharpe
1.18
Sortino
1.62
Calmar
1.27
Win months
61.76%
Best / worst month
23.4% / -11.9%
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 | -11.68% | -1.50% | -4.90% | 18.86% | 17.91% | 3.43% | 0.61% | 8.08% | 5.52% | – | – | – | 37.60% |
2025 | -4.25% | -8.30% | 7.42% | -10.37% | 23.38% | -5.49% | -5.38% | 16.38% | 1.03% | 4.46% | 2.49% | -5.69% | 10.73% |
2024 | 12.34% | 0.33% | -11.87% | 15.26% | -5.20% | 15.00% | 11.32% | 5.87% | -0.15% | 0.19% | 9.06% | 5.00% | 68.52% |
2023 | -2.41% | -5.96% | 2.34% | 5.02% | 3.11% | 14.18% | 8.69% | 8.22% | -3.58% | 0.69% | 5.26% | 7.18% | 49.61% |
2022 | -3.80% | -7.54% | 1.17% | 5.39% | -8.23% | -5.54% | 5.73% | 4.49% | 2.12% | -2.77% | -6.01% | -5.31% | -19.74% |
2021 | – | 19.48% | -3.61% | 1.32% | 16.08% | -0.74% | 3.09% | -1.95% | 7.14% | 11.00% | -0.51% | 3.55% | 66.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Feb_2023 | Jul_2023 | 26.34% | 18 mo |
| Dec_2025 | Mar_2026 | May_2026 | 21.98% | 5 mo |
| Jan_2025 | Apr_2025 | May_2025 | 15.46% | 4 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 11.87% | 1 mo |
| Jun_2025 | Jul_2025 | Aug_2025 | 10.57% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
27.76%
Downside deviation
20.72%