Know Your PMS · Monthly tearsheet
Complete Circle Stellar Wealth PMS
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_202639 months filedBM: BenchmarkBM: BSE500TRI
CAGR
20.04%
Total return
81.05%
Max drawdown
-24.05%
Sharpe
0.96
Sortino
1.13
Calmar
0.83
Win months
56.41%
Best / worst month
19.8% / -13.1%
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 | -4.48% | 0.44% | -5.45% | 19.84% | 7.05% | 5.29% | -0.01% | 11.62% | – | – | – | – | 36.75% |
2025 | -13.14% | -11.93% | 9.41% | 0.13% | 11.73% | 2.64% | -0.74% | -2.31% | -0.43% | 7.07% | -0.27% | -2.23% | -3.13% |
2024 | 1.68% | -0.98% | -3.19% | 9.66% | -2.99% | 5.05% | 4.12% | 4.17% | 2.83% | -0.71% | -1.21% | 1.22% | 20.62% |
2023 | – | – | – | – | – | 0.00% | 6.88% | 0.76% | 0.51% | -4.33% | 6.15% | 3.07% | 13.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Apr_2026 | 24.05% | 18 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.33% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.14% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 2.99% | 1 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
21.14%
Downside deviation
17.68%