Know Your PMS · Monthly tearsheet
CM FLEXI CAP STRATEGY
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_202611 months filedBM: Nifty Total Return IndexBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
0.20%
Max drawdown
-7.94%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
5.6% / -7.9%
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 | -1.00% | 1.22% | -7.94% | 5.61% | -0.77% | 0.71% | 1.69% | 4.17% | -4.50% | – | – | – | -1.50% |
2025 | – | – | – | – | – | – | – | – | – | – | 1.15% | 0.57% | 1.73% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Aug_2026 | 7.94% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.50% | 1 mo · open |
| Jan_2026 | Jan_2026 | Feb_2026 | 1.00% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
12.37%
Downside deviation
15.96%