Know Your PMS · Monthly tearsheet
COMPOSITE INDIA GARP FUND
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_202668 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
14.93%
Total return
119.98%
Max drawdown
-23.97%
Sharpe
0.84
Sortino
0.91
Calmar
0.62
Win months
58.82%
Best / worst month
16.2% / -12.9%
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 | -5.62% | 1.62% | -12.93% | 16.17% | 4.71% | 8.17% | 3.06% | 3.99% | -3.04% | – | – | – | 14.18% |
2025 | -10.33% | -5.57% | 3.23% | -1.11% | 12.64% | 1.17% | -4.80% | -4.54% | 3.27% | 4.73% | -0.30% | -2.16% | -5.56% |
2024 | 3.56% | 0.88% | -7.46% | 8.48% | -0.61% | 11.44% | 3.27% | 3.04% | -0.95% | -1.66% | 0.19% | -1.22% | 19.16% |
2023 | -2.33% | 2.42% | -1.24% | 7.63% | 3.69% | 7.37% | 4.94% | 3.56% | 1.10% | -5.12% | 10.02% | 5.12% | 42.72% |
2022 | -5.04% | -7.03% | 3.20% | 0.35% | -5.34% | -4.84% | 9.03% | 5.71% | -0.83% | 3.06% | -0.67% | -1.41% | -4.99% |
2021 | – | 6.54% | -3.08% | 1.88% | 7.73% | 5.89% | 2.83% | 0.62% | 1.34% | -1.39% | -0.79% | 2.56% | 26.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Jun_2026 | 23.97% | 21 mo |
| Jan_2022 | Jun_2022 | Apr_2023 | 17.64% | 15 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 7.46% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 5.12% | 1 mo |
| Mar_2021 | Mar_2021 | May_2021 | 3.08% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
18.42%
Downside deviation
16.45%