Know Your PMS · Monthly tearsheet
Surge India-NRI
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_202617 months filedBM: Nifty Total Return IndexBM: NIFTY50TRIBM: Benchmark
CAGR
9.18%
Total return
13.25%
Max drawdown
-15.24%
Sharpe
0.67
Sortino
0.75
Calmar
0.60
Win months
52.94%
Best / worst month
8.8% / -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 | -4.76% | 0.70% | -7.94% | 8.80% | -0.19% | 4.71% | -1.59% | 6.69% | -0.71% | – | – | – | 4.66% |
2025 | – | – | – | 4.33% | 3.12% | 4.77% | – | -2.69% | 0.10% | 1.48% | -0.92% | -1.98% | 8.21% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Aug_2026 | 15.24% | 12 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.71% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
14.25%
Downside deviation
12.29%