Know Your PMS · Monthly tearsheet
FOCUS 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 Jul_20245 months filed
CAGR
Needs 12 months
Total return
17.38%
Max drawdown
-2.82%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
80.00%
Best / worst month
8.5% / -2.8%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | – | – | – | – | -2.82% | 4.96% | 4.84% | – | – | – | – | – | 6.94% |
2023 | – | – | – | – | – | – | – | 1.20% | – | – | 8.46% | – | 9.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2024 | May_2024 | Jun_2024 | 2.82% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
13.29%
Downside deviation
9.77%