Know Your PMS · Monthly tearsheet
Complete Circle Digital Compounders
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 Aug_202653 months filedBM: BSE500TRIBM: Benchmark
CAGR
14.51%
Total return
81.95%
Max drawdown
-21.44%
Sharpe
0.89
Sortino
0.82
Calmar
0.68
Win months
62.26%
Best / worst month
14.7% / -12.2%
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 | -5.72% | 2.13% | -11.26% | 14.73% | 2.75% | 3.19% | 4.78% | 2.82% | – | – | – | – | 11.98% |
2025 | -8.51% | -12.18% | 8.66% | 3.77% | 7.03% | 3.90% | -2.48% | -1.90% | 0.09% | 4.69% | -0.25% | -3.22% | -2.50% |
2024 | -0.99% | 1.47% | 0.92% | 5.91% | 0.31% | 8.34% | 5.11% | 0.80% | 1.10% | -4.72% | 3.08% | -0.45% | 22.22% |
2023 | -3.69% | -1.17% | -1.56% | 3.82% | 5.37% | 3.82% | 4.53% | 2.74% | 2.23% | -2.71% | 9.55% | 4.69% | 30.36% |
2022 | – | – | – | 0.00% | 0.00% | -2.76% | 6.25% | 3.61% | -2.01% | 2.21% | 1.49% | -3.87% | 4.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 21.44% | 21 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 9.93% | 6 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 2.76% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.71% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
16.80%
Downside deviation
17.80%