Know Your PMS · Monthly tearsheet
CONCEPT LEGEND
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_202652 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
6.99%
Total return
34.01%
Max drawdown
-17.36%
Sharpe
0.53
Sortino
0.48
Calmar
0.40
Win months
59.62%
Best / worst month
11.0% / -9.7%
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 | -1.81% | 1.51% | -9.67% | 7.51% | -2.70% | 1.97% | 0.45% | -1.95% | -5.17% | – | – | – | -10.30% |
2025 | -3.43% | -8.56% | 4.69% | 4.60% | 3.03% | 1.13% | -2.72% | -2.30% | 0.51% | 4.54% | 0.84% | -0.27% | 1.19% |
2024 | 1.36% | 2.53% | -1.89% | 3.38% | -1.77% | 6.83% | 7.93% | 2.64% | 0.49% | -6.23% | 1.31% | -1.49% | 15.23% |
2023 | -5.29% | -1.47% | -0.39% | 2.56% | 4.05% | 4.89% | 3.83% | 1.27% | 0.39% | -2.36% | 3.86% | 4.29% | 16.15% |
2022 | – | – | – | – | – | -6.23% | 11.01% | 7.18% | -2.74% | 4.11% | 1.32% | -3.63% | 10.31% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 17.36% | 24 mo · open |
| Dec_2022 | Mar_2023 | Jun_2023 | 10.42% | 6 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 6.23% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.74% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.36% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.55%
Downside deviation
14.65%