Know Your PMS · Monthly tearsheet
Capitalmind SmartCore
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_202614 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
10.39%
Total return
12.23%
Max drawdown
-4.85%
Sharpe
1.04
Sortino
1.20
Calmar
2.15
Win months
57.14%
Best / worst month
5.7% / -4.0%
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 | -4.02% | 1.55% | – | – | – | – | – | – | – | – | – | – | -2.53% |
2025 | 0.00% | -2.75% | 5.68% | 2.44% | 4.02% | 4.35% | -2.39% | -0.92% | 1.33% | 3.11% | 0.58% | -0.86% | 15.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Jan_2026 | Ongoing | 4.85% | 3 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.29% | 3 mo |
| Feb_2025 | Feb_2025 | Mar_2025 | 2.75% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
9.62%
Downside deviation
8.63%