Know Your PMS · Monthly tearsheet
Care PMS Large And Midcap
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: BenchmarkBM: BSE500TRI
CAGR
18.56%
Total return
73.88%
Max drawdown
-18.63%
Sharpe
1.08
Sortino
1.21
Calmar
1.00
Win months
61.54%
Best / worst month
11.5% / -10.5%
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 | -0.89% | -0.30% | -10.51% | 10.10% | 2.36% | -1.56% | 3.10% | -1.86% | -5.63% | – | – | – | -6.33% |
2025 | -1.88% | -8.29% | 10.02% | 2.48% | 2.43% | 2.92% | -0.37% | -1.87% | 2.89% | 3.13% | -0.54% | 1.52% | 12.04% |
2024 | -0.52% | 5.18% | 2.18% | 4.91% | 5.53% | 6.56% | 4.10% | 0.27% | 0.65% | -7.82% | 0.26% | -2.16% | 19.82% |
2023 | – | – | – | – | – | – | 6.25% | 0.96% | 6.36% | -1.76% | 10.67% | 11.47% | 38.27% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 18.63% | 12 mo |
| Jan_2026 | Mar_2026 | Jul_2026 | 11.57% | 6 mo |
| Aug_2026 | Sep_2026 | Ongoing | 7.39% | 2 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.76% | 1 mo |
| Nov_2025 | Nov_2025 | Dec_2025 | 0.54% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
16.94%
Downside deviation
15.34%