Know Your PMS · Monthly tearsheet
INDEXMASTER INVESTMENT APPROACH
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_202612 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY50HYBRID50-50BM: NIFTY 50 Hybrid Composite Debt 50:50 Index
CAGR
-20.46%
Total return
-20.46%
Max drawdown
-21.16%
Sharpe
-0.95
Sortino
-0.78
Calmar
-0.97
Win months
41.67%
Best / worst month
6.4% / -17.4%
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 | -1.49% | 0.25% | -8.92% | 6.44% | -17.35% | 2.69% | 1.94% | 1.11% | -4.69% | – | – | – | -20.17% |
2025 | – | – | – | – | – | – | – | – | – | -0.02% | -0.01% | -0.33% | -0.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2025 | May_2026 | Ongoing | 21.16% | 12 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
20.59%
Downside deviation
26.35%