Know Your PMS · Monthly tearsheet
Growth at Reasonable Price
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_202646 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
6.09%
Total return
25.45%
Max drawdown
-19.15%
Sharpe
0.56
Sortino
0.57
Calmar
0.32
Win months
45.65%
Best / worst month
8.2% / -10.9%
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 | -5.93% | -2.36% | -10.93% | 8.24% | 0.22% | 2.45% | 0.27% | -0.43% | -5.36% | – | – | – | -14.09% |
2025 | -2.66% | -4.00% | 4.66% | 3.26% | 4.05% | 3.75% | -0.75% | -1.67% | -0.10% | 1.94% | 0.00% | -0.56% | 7.74% |
2024 | -0.15% | 0.83% | -0.78% | 2.97% | -0.24% | 6.21% | 3.31% | 1.63% | 2.45% | -1.76% | -0.43% | -0.72% | 13.85% |
2023 | -1.30% | -0.80% | -0.80% | 4.40% | 2.43% | 5.06% | 2.65% | -2.00% | -0.01% | -0.82% | 4.49% | 5.50% | 20.00% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -0.80% | -0.80% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 19.15% | 15 mo · open |
| Oct_2024 | Feb_2025 | May_2025 | 9.25% | 7 mo |
| Dec_2022 | Mar_2023 | Apr_2023 | 3.65% | 4 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.81% | 3 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.78% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
11.77%
Downside deviation
10.69%