Know Your PMS · Monthly tearsheet
CONCEPT LEGEND JAIN
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 Jul_202650 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
8.71%
Total return
41.64%
Max drawdown
-19.14%
Sharpe
0.64
Sortino
0.55
Calmar
0.46
Win months
62.00%
Best / worst month
9.8% / -12.4%
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 | -2.05% | 0.46% | -12.39% | 8.12% | -1.52% | 0.56% | 4.78% | – | – | – | – | – | -3.28% |
2025 | -2.20% | -8.34% | 4.27% | 3.77% | 4.37% | 3.25% | -3.29% | -2.09% | -0.92% | 4.13% | 0.35% | 0.29% | 2.77% |
2024 | 1.19% | 1.72% | -0.36% | 3.84% | -0.44% | 7.22% | 3.97% | 2.16% | 1.33% | -7.62% | 0.40% | -1.59% | 11.68% |
2023 | -4.39% | -2.25% | -1.23% | 3.32% | 4.22% | 4.88% | 4.30% | 1.78% | 0.63% | -1.85% | 5.24% | 5.43% | 21.28% |
2022 | – | – | – | – | – | -6.04% | 9.83% | 3.16% | -3.96% | 3.35% | 2.69% | -3.04% | 5.21% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 19.14% | 22 mo · open |
| Dec_2022 | Mar_2023 | Jun_2023 | 10.50% | 6 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 6.04% | 1 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 3.96% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.85% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.61%
Downside deviation
15.94%