Know Your PMS · Monthly tearsheet
CITRUS SECTOR LEADERS
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: NIFTY50(TRI)BM: NIFTY50TRIBM: Benchmark
CAGR
8.84%
Total return
30.77%
Max drawdown
-17.13%
Sharpe
0.67
Sortino
0.52
Calmar
0.52
Win months
65.79%
Best / worst month
10.1% / -11.2%
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 | -3.25% | 0.32% | -11.15% | 10.08% | 1.29% | 1.66% | 0.73% | 2.91% | -4.39% | – | – | – | -3.12% |
2025 | -3.07% | -7.85% | 5.31% | 4.22% | 5.31% | 4.77% | -3.31% | -0.42% | 1.33% | 3.49% | 1.70% | -1.00% | 9.96% |
2024 | 2.72% | 4.21% | 0.83% | 2.09% | -0.22% | 5.08% | 4.60% | 0.62% | 0.08% | -6.42% | 0.53% | -1.38% | 12.90% |
2023 | – | – | – | – | – | – | – | 0.00% | 0.61% | -1.82% | 4.61% | 5.22% | 8.73% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 17.13% | 8 mo |
| Dec_2025 | Mar_2026 | Aug_2026 | 14.62% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.39% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.72% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.82% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
13.94%
Downside deviation
16.85%