Know Your PMS · Monthly tearsheet
GROWTH INVESTMENT APPROACH
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_202668 months filedBM: BSE500TRIBM: S and P BSE 500 TRIBM: Benchmark
CAGR
10.12%
Total return
72.66%
Max drawdown
-27.78%
Sharpe
0.67
Sortino
0.70
Calmar
0.36
Win months
51.47%
Best / worst month
12.2% / -13.4%
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 | -6.14% | -1.04% | -13.36% | 12.23% | 1.02% | 3.30% | 3.35% | 0.83% | -1.67% | – | – | – | -3.43% |
2025 | -6.84% | -10.86% | 4.37% | 2.38% | 5.58% | 5.39% | -0.69% | -4.03% | -1.90% | 4.57% | -0.67% | -1.03% | -5.10% |
2024 | -2.04% | -2.09% | -2.18% | 5.05% | -0.98% | 8.35% | 7.44% | 3.72% | 1.48% | -3.46% | -0.58% | -1.47% | 13.09% |
2023 | -3.05% | -1.37% | -0.36% | 5.55% | 3.72% | 5.34% | 6.21% | 1.71% | -0.58% | -4.00% | 4.58% | 5.98% | 25.56% |
2022 | -1.63% | -7.16% | 3.42% | -2.02% | -2.41% | -6.07% | 10.76% | 3.17% | -1.40% | 1.94% | 1.49% | -3.03% | -4.11% |
2021 | – | 8.95% | -0.10% | 2.08% | 7.65% | 5.78% | 2.58% | 3.33% | 4.72% | -0.76% | -2.66% | 2.00% | 38.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 27.78% | 24 mo · open |
| Oct_2021 | Jun_2022 | Jun_2023 | 16.42% | 20 mo |
| Jan_2024 | Mar_2024 | Jun_2024 | 6.18% | 5 mo |
| Sep_2023 | Oct_2023 | Dec_2023 | 4.56% | 3 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 0.10% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
16.30%
Downside deviation
14.55%