Know Your PMS · Monthly tearsheet
CONCEPT SYMPHONY
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_202615 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
-1.66%
Total return
-2.07%
Max drawdown
-12.18%
Sharpe
-0.04
Sortino
-0.09
Calmar
-0.14
Win months
53.33%
Best / worst month
9.0% / -11.0%
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 | -1.80% | 0.75% | -10.98% | 8.99% | 0.00% | 2.56% | 2.04% | 1.18% | -5.34% | – | – | – | -3.79% |
2025 | – | – | – | – | – | – | -1.55% | -1.83% | 1.59% | 3.57% | 0.38% | -0.29% | 1.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 12.18% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.34% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.35% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
14.62%
Downside deviation
17.78%