Know Your PMS · Monthly tearsheet
Carnelian Capital Compounder Strategy
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_202656 months filedBM: S and P BSE 500 Total Return IndexBM: BenchmarkBM: BSE500TRI
CAGR
18.51%
Total return
120.89%
Max drawdown
-19.83%
Sharpe
1.04
Sortino
1.10
Calmar
0.93
Win months
60.71%
Best / worst month
12.7% / -12.2%
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 | -5.03% | 1.69% | -12.17% | 12.70% | 4.32% | 4.05% | 3.03% | 4.57% | -4.82% | – | – | – | 6.40% |
2025 | -6.42% | -10.85% | 10.77% | 3.72% | 7.54% | 6.88% | -0.60% | -0.76% | 1.43% | 6.15% | 2.64% | -0.96% | 18.94% |
2024 | 5.19% | 4.82% | -2.63% | 8.65% | -1.00% | 7.14% | 2.08% | 2.45% | 0.81% | -2.05% | 2.02% | -3.83% | 25.36% |
2023 | -2.16% | -3.22% | -1.15% | – | 6.97% | – | – | 1.92% | – | -3.61% | 7.07% | 6.34% | 11.99% |
2022 | – | -7.06% | – | -0.72% | -4.21% | -5.80% | 8.95% | – | -0.54% | 3.16% | – | -2.28% | -9.05% |
2021 | – | 2.56% | 3.24% | – | 8.50% | 4.85% | 3.29% | 4.43% | 5.20% | – | – | – | 36.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 19.83% | 8 mo |
| Feb_2022 | Jun_2022 | Dec_2023 | 16.74% | 15 mo |
| Dec_2025 | Mar_2026 | Jun_2026 | 15.99% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.82% | 1 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
17.86%
Downside deviation
16.85%