Know Your PMS · Monthly tearsheet
Index (Market)
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 Feb_202661 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
13.77%
Total return
92.71%
Max drawdown
-15.52%
Sharpe
1.06
Sortino
1.04
Calmar
0.89
Win months
68.85%
Best / worst month
9.9% / -7.6%
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 | -2.05% | 0.52% | – | – | – | – | – | – | – | – | – | – | -1.54% |
2025 | -4.54% | -7.59% | 7.51% | 3.01% | 3.54% | 3.22% | -2.44% | -1.74% | 1.72% | 4.07% | 0.87% | -0.25% | 6.61% |
2024 | 2.24% | 2.82% | 2.07% | 3.27% | 2.56% | 6.58% | 3.24% | 1.03% | 2.31% | -6.26% | 1.07% | 1.08% | 23.78% |
2023 | -2.73% | -2.13% | 1.38% | 3.46% | 5.68% | 3.86% | 4.01% | -1.28% | 1.22% | -2.84% | 7.88% | 8.27% | 29.26% |
2022 | -3.51% | -3.35% | 5.76% | -1.67% | -5.73% | -6.52% | 9.90% | 4.39% | -3.94% | 2.62% | 2.82% | -2.97% | -3.57% |
2021 | – | 0.05% | 0.01% | 0.03% | 3.43% | 4.04% | 1.21% | 5.97% | 0.75% | 1.74% | -0.67% | 1.17% | 18.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 15.52% | 12 mo |
| Jan_2022 | Jun_2022 | May_2023 | 14.54% | 16 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.91% | 3 mo |
| Dec_2025 | Jan_2026 | Ongoing | 2.29% | 3 mo · open |
| Nov_2021 | Nov_2021 | Dec_2021 | 0.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
12.92%
Downside deviation
13.27%