Know Your PMS · Monthly tearsheet
BLUECHIP SCHEME
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 Aug_202619 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
25.82%
Total return
43.85%
Max drawdown
-12.64%
Sharpe
1.17
Sortino
1.66
Calmar
2.04
Win months
57.89%
Best / worst month
18.6% / -11.5%
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 | -1.59% | 2.70% | -11.46% | 18.65% | 0.11% | 4.47% | 3.28% | -1.03% | – | – | – | – | 13.50% |
2025 | – | -4.61% | 9.06% | 6.51% | 8.85% | 5.07% | -1.00% | -0.99% | 1.12% | 3.35% | -1.75% | -0.63% | 26.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Apr_2026 | 12.64% | 5 mo |
| Feb_2025 | Feb_2025 | Mar_2025 | 4.61% | 1 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 1.98% | 3 mo |
| Aug_2026 | Aug_2026 | Ongoing | 1.03% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
21.08%
Downside deviation
15.57%