Know Your PMS · Monthly tearsheet
Care PMS Growth Plus Value
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_202639 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
17.55%
Total return
69.14%
Max drawdown
-24.32%
Sharpe
0.92
Sortino
0.99
Calmar
0.72
Win months
64.10%
Best / worst month
13.8% / -10.8%
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 | -2.08% | 0.81% | -9.70% | 13.80% | 2.64% | 4.51% | 0.26% | 1.27% | -2.82% | – | – | – | 7.37% |
2025 | -6.32% | -10.80% | 9.05% | 1.51% | 6.77% | 3.76% | -3.52% | -1.64% | 1.89% | 1.27% | -3.11% | -0.35% | -3.12% |
2024 | 5.48% | -4.02% | -5.30% | 11.37% | 0.85% | 13.04% | 5.80% | 1.01% | 1.32% | -4.35% | -3.77% | -1.60% | 19.37% |
2023 | – | – | – | – | – | – | 10.44% | 6.85% | 3.19% | 2.58% | 5.31% | 3.55% | 36.21% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 24.32% | 24 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 9.11% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
19.44%
Downside deviation
17.75%