Know Your PMS · Monthly tearsheet
Composite India Emerging Stars
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_202661 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
14.39%
Total return
98.09%
Max drawdown
-23.33%
Sharpe
0.86
Sortino
0.99
Calmar
0.62
Win months
55.74%
Best / worst month
15.9% / -12.0%
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 | -5.39% | -2.50% | -9.74% | 15.93% | 3.62% | 5.44% | 3.29% | 5.76% | -3.26% | – | – | – | 11.45% |
2025 | -8.29% | -12.04% | 7.14% | 0.33% | 5.32% | 4.03% | -0.96% | -3.74% | -0.67% | 6.07% | -2.80% | -0.73% | -7.92% |
2024 | 1.43% | -1.85% | -4.88% | 10.12% | -1.40% | 11.25% | 9.92% | 4.41% | 2.58% | -0.02% | 0.38% | 0.08% | 35.26% |
2023 | -1.50% | 0.08% | -3.15% | 5.60% | 6.82% | 6.30% | 6.71% | 2.33% | 3.64% | 0.65% | 2.88% | 3.04% | 38.24% |
2022 | -2.47% | -4.66% | -0.59% | -1.15% | -3.19% | -2.31% | 5.67% | 5.61% | -1.66% | -0.52% | -0.66% | -2.34% | -8.47% |
2021 | – | – | – | – | – | – | – | – | 3.46% | 0.97% | 2.65% | 5.19% | 12.80% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Jul_2026 | 23.33% | 18 mo |
| Jan_2022 | Jun_2022 | Jun_2023 | 13.58% | 17 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.64% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.26% | 1 mo · open |
| May_2024 | May_2024 | Jun_2024 | 1.40% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
6 mo
Ann. volatility
17.27%
Downside deviation
14.51%