Know Your PMS · Monthly tearsheet
INCA
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_202629 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
3.51%
Total return
8.69%
Max drawdown
-19.23%
Sharpe
0.28
Sortino
0.21
Calmar
0.18
Win months
51.72%
Best / worst month
11.8% / -11.7%
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 | -2.86% | -1.25% | -11.67% | 11.84% | 0.10% | -1.55% | 0.72% | -0.01% | -2.64% | – | – | – | -8.43% |
2025 | -5.28% | -9.71% | 7.36% | 1.41% | 8.36% | 4.85% | -2.68% | -2.89% | 1.39% | 0.39% | -1.68% | 2.75% | 2.81% |
2024 | – | – | – | – | 1.97% | 8.77% | 9.20% | -0.14% | 1.08% | -5.58% | 0.78% | -0.75% | 15.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.23% | 24 mo · open |
| Aug_2024 | Aug_2024 | Sep_2024 | 0.14% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
18.07%
Downside deviation
16.76%