Know Your PMS · Monthly tearsheet
FOCUS Multicap
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_202656 months filedBM: NIFTY 50 TRIBM: Benchmark
CAGR
13.46%
Total return
80.30%
Max drawdown
-14.42%
Sharpe
0.96
Sortino
1.09
Calmar
0.93
Win months
57.14%
Best / worst month
11.6% / -9.6%
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 | -2.46% | -0.37% | -9.55% | 11.64% | 3.85% | 1.50% | 2.52% | 3.97% | -4.07% | – | – | – | 5.77% |
2025 | -6.44% | -6.37% | 6.03% | 1.07% | 4.82% | 4.19% | -1.67% | -0.99% | 2.54% | 4.64% | -1.10% | 2.75% | 8.83% |
2024 | 2.89% | 0.72% | -3.67% | 6.37% | – | – | – | -1.19% | 2.56% | -2.77% | 1.27% | -0.78% | 5.13% |
2023 | -2.19% | – | -0.19% | 4.80% | 4.74% | 5.43% | 5.32% | – | 4.10% | -1.98% | – | 7.13% | 30.07% |
2022 | – | -4.62% | 1.09% | – | -3.57% | -3.10% | 9.30% | 3.40% | -1.94% | 4.22% | 3.44% | -3.62% | 3.74% |
2021 | – | – | – | – | – | -0.91% | 2.98% | 5.96% | -0.25% | 3.33% | -3.40% | 2.56% | 10.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 14.42% | 8 mo |
| Jan_2026 | Mar_2026 | May_2026 | 12.10% | 4 mo |
| Nov_2021 | Jun_2022 | Aug_2022 | 10.74% | 7 mo |
| Dec_2022 | Mar_2023 | May_2023 | 5.91% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.07% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
14.20%
Downside deviation
12.37%