Know Your PMS · Monthly tearsheet
HALO
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_202613 months filedBM: BenchmarkBM: BSE500TRIBM: SandP BSE 500 TR
CAGR
-2.41%
Total return
-2.61%
Max drawdown
-14.93%
Sharpe
-0.06
Sortino
-0.13
Calmar
-0.16
Win months
53.85%
Best / worst month
9.8% / -9.4%
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 | -5.86% | 1.69% | -9.41% | 9.84% | 1.40% | 1.91% | 2.87% | -0.29% | -6.46% | – | – | – | -5.56% |
2025 | – | – | – | – | – | – | – | – | 1.83% | 3.24% | -0.98% | -0.94% | 3.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 14.93% | 11 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
16.47%
Downside deviation
18.25%