Know Your PMS · Monthly tearsheet
ALL SEASONS
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_202620 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
17.27%
Total return
30.40%
Max drawdown
-11.49%
Sharpe
1.12
Sortino
1.15
Calmar
1.50
Win months
70.00%
Best / worst month
12.5% / -9.2%
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 | 1.19% | -2.57% | -9.16% | 12.53% | 5.10% | 2.32% | 0.04% | 6.24% | 0.79% | – | – | – | 16.10% |
2025 | – | -4.42% | 2.66% | 2.49% | 5.72% | 2.66% | -1.19% | -0.74% | 2.22% | 2.85% | -0.83% | 0.64% | 12.32% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | May_2026 | 11.49% | 3 mo |
| Feb_2025 | Feb_2025 | Apr_2025 | 4.42% | 2 mo |
| Jul_2025 | Aug_2025 | Sep_2025 | 1.92% | 2 mo |
| Nov_2025 | Nov_2025 | Jan_2026 | 0.83% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
14.86%
Downside deviation
15.01%