Know Your PMS · Monthly tearsheet
Global
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_20267 months filedBM: Nifty Total Return IndexBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
29.55%
Max drawdown
-9.18%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
17.4% / -6.3%
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 | – | – | 2.81% | 17.43% | 12.31% | -3.08% | -6.29% | 8.83% | -3.34% | – | – | – | 29.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2026 | Jul_2026 | Ongoing | 9.18% | 4 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
28.80%
Downside deviation
15.52%