Know Your PMS · Monthly tearsheet
DIVERSIFIED MCAP
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_202662 months filedBM: S AND P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
18.66%
Total return
142.03%
Max drawdown
-16.17%
Sharpe
1.21
Sortino
1.33
Calmar
1.15
Win months
64.52%
Best / worst month
13.3% / -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 | -3.92% | 0.41% | -10.50% | 13.35% | 6.34% | 2.03% | 1.60% | 5.36% | -3.27% | – | – | – | 9.95% |
2025 | -6.07% | -8.29% | 5.98% | 0.55% | 4.73% | 4.01% | 0.76% | -1.55% | 2.60% | 5.07% | -1.17% | 1.23% | 6.98% |
2024 | 6.48% | 2.23% | -6.11% | 6.17% | -2.21% | 4.58% | 4.73% | -0.04% | 2.13% | -3.01% | 1.38% | -1.03% | 15.46% |
2023 | -1.96% | – | -0.07% | 5.07% | 4.56% | 4.96% | 6.06% | 3.27% | 4.97% | -1.07% | 9.16% | 5.56% | 48.06% |
2022 | -1.28% | -4.09% | 2.36% | – | -2.87% | -2.14% | 8.89% | 4.29% | -2.50% | 3.83% | 3.31% | -3.45% | 5.64% |
2021 | – | – | – | – | – | 1.38% | 5.38% | 4.75% | 1.30% | 0.54% | -3.35% | 3.43% | 13.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 16.17% | 12 mo |
| Jan_2026 | Mar_2026 | May_2026 | 13.66% | 4 mo |
| Nov_2021 | Jun_2022 | Jul_2022 | 7.91% | 7 mo |
| Mar_2024 | Mar_2024 | Jun_2024 | 6.11% | 3 mo |
| Dec_2022 | Mar_2023 | May_2023 | 5.41% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
15.05%
Downside deviation
14.08%