Know Your PMS · Monthly tearsheet
Equity Large Cap Oriented
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 Feb_202661 months filedBM: BenchmarkBM: NIFTY
CAGR
10.05%
Total return
62.73%
Max drawdown
-16.99%
Sharpe
0.90
Sortino
0.93
Calmar
0.59
Win months
59.02%
Best / worst month
7.8% / -7.2%
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 | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | -4.02% | -7.23% | 6.87% | 4.07% | 2.12% | 3.79% | -1.26% | -1.61% | -1.48% | 0.00% | 0.00% | 0.00% | 0.46% |
2024 | 0.76% | 2.70% | 1.45% | 1.68% | 0.55% | 6.54% | 3.11% | 0.36% | 1.86% | -5.26% | 0.31% | -1.90% | 12.37% |
2023 | -2.37% | -1.84% | 0.51% | 2.20% | 4.62% | 2.87% | 0.61% | -1.66% | 1.51% | -3.03% | 4.40% | 7.18% | 15.46% |
2022 | 0.51% | -4.04% | 2.52% | -2.20% | -2.33% | -3.67% | 7.83% | 3.29% | -2.29% | 4.53% | 3.06% | -3.40% | 3.04% |
2021 | – | 5.10% | 1.37% | -1.17% | 6.73% | 0.84% | -0.66% | 7.47% | 1.54% | 0.57% | -2.95% | 1.05% | 21.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 16.99% | 17 mo · open |
| Nov_2021 | Jun_2022 | Oct_2022 | 10.77% | 11 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 7.42% | 6 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.20% | 3 mo |
| Apr_2021 | Apr_2021 | May_2021 | 1.17% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
11.33%
Downside deviation
10.80%