Know Your PMS · Monthly tearsheet
PMS-2 Q5
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: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
12.60%
Total return
18.31%
Max drawdown
-17.57%
Sharpe
0.67
Sortino
0.70
Calmar
0.72
Win months
58.82%
Best / worst month
16.8% / -12.6%
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 | -3.24% | 0.82% | -12.64% | 16.84% | 2.40% | 4.07% | 1.85% | 2.16% | -2.93% | – | – | – | 7.18% |
2025 | – | – | – | – | 8.13% | 2.43% | -1.66% | -1.82% | 3.88% | 2.74% | -1.09% | -2.21% | 10.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 17.57% | 7 mo |
| Jul_2025 | Aug_2025 | Sep_2025 | 3.45% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.93% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
20.19%
Downside deviation
18.09%