Know Your PMS · Monthly tearsheet
SPECIAL SITUATION 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
17.09%
Total return
144.56%
Max drawdown
-24.60%
Sharpe
0.87
Sortino
0.90
Calmar
0.69
Win months
60.29%
Best / worst month
14.3% / -14.7%
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 | -3.11% | 0.73% | -13.37% | 14.34% | 3.98% | 4.34% | 1.89% | 0.43% | -3.92% | – | – | – | 3.12% |
2025 | -6.63% | -14.67% | 5.01% | 1.24% | 12.97% | 4.14% | -2.71% | -1.92% | -2.35% | 3.43% | -5.30% | -1.95% | -10.83% |
2024 | 2.86% | -2.08% | -4.97% | 9.97% | -2.80% | 10.02% | 6.38% | 1.23% | 0.40% | -4.65% | 5.78% | 1.44% | 24.52% |
2023 | -1.92% | -2.63% | -4.07% | 6.40% | 8.51% | 6.18% | 7.82% | 6.53% | -0.18% | 0.09% | 3.99% | 1.09% | 35.49% |
2022 | -2.09% | -8.25% | 3.86% | -2.17% | -9.64% | -6.12% | 11.36% | 10.47% | -1.35% | 0.60% | 2.45% | -2.03% | -5.12% |
2021 | – | 10.57% | 3.04% | 2.41% | 9.10% | 9.49% | 8.24% | -2.23% | 5.90% | 2.19% | -0.55% | 4.67% | 66.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 24.60% | 21 mo · open |
| Jan_2022 | Jun_2022 | May_2023 | 22.57% | 16 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.95% | 2 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 4.65% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 2.80% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
20.49%
Downside deviation
19.04%