Know Your PMS · Monthly tearsheet
CITRUS MIDCAP MARVELS
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_202638 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
4.62%
Total return
15.36%
Max drawdown
-31.02%
Sharpe
0.31
Sortino
0.25
Calmar
0.15
Win months
44.74%
Best / worst month
23.1% / -13.7%
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 | -8.38% | -0.46% | -10.09% | 23.15% | 2.04% | 6.21% | -0.61% | -0.33% | -2.77% | – | – | – | 5.41% |
2025 | -11.40% | -13.72% | 7.82% | 1.66% | 6.83% | 3.43% | -2.51% | -5.09% | 1.42% | 4.93% | -1.93% | -3.76% | -13.96% |
2024 | 3.97% | 0.16% | -4.42% | 11.69% | -2.28% | 6.94% | 5.15% | 2.14% | 0.62% | -0.41% | -0.13% | -1.70% | 22.74% |
2023 | – | – | – | – | – | – | – | 0.00% | -1.53% | -2.74% | 9.24% | -0.95% | 3.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 31.02% | 24 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.42% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.23% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 2.28% | 1 mo |
| Dec_2023 | Dec_2023 | Jan_2024 | 0.95% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
22.61%
Downside deviation
18.77%