Know Your PMS · Monthly tearsheet
Fixed Income-Medium Term
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: CRISILCOMPBON
CAGR
6.49%
Total return
37.67%
Max drawdown
-5.87%
Sharpe
1.46
Sortino
0.76
Calmar
1.11
Win months
81.97%
Best / worst month
6.9% / -5.9%
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 | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | 0.74% | 0.29% | 0.91% | 1.35% | -1.25% | -0.34% | 2.27% | 0.44% | 0.44% | 0.00% | 0.00% | 0.00% | 4.91% |
2024 | 0.65% | 0.70% | -5.87% | 0.06% | 0.88% | 0.51% | 0.89% | 0.48% | 0.82% | 0.47% | 0.31% | 0.46% | 0.16% |
2023 | 0.67% | 0.41% | 0.38% | 1.15% | 0.81% | 0.55% | 0.65% | 0.56% | 0.71% | 0.32% | 0.64% | -0.04% | 7.02% |
2022 | 0.67% | 0.56% | 0.36% | 0.61% | -0.06% | 0.50% | 1.44% | 0.63% | 6.91% | 0.62% | 0.91% | 0.64% | 14.49% |
2021 | – | -0.21% | 0.86% | 0.90% | 0.53% | 0.19% | 0.12% | 0.76% | 0.92% | 0.64% | 0.79% | 1.22% | 6.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2024 | Mar_2024 | Mar_2025 | 5.87% | 12 mo |
| May_2025 | Jun_2025 | Jul_2025 | 1.59% | 2 mo |
| Feb_2021 | Feb_2021 | Mar_2021 | 0.21% | 1 mo |
| May_2022 | May_2022 | Jun_2022 | 0.06% | 1 mo |
| Dec_2023 | Dec_2023 | Jan_2024 | 0.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
18 mo
Longest loss streak
2 mo
Ann. volatility
4.34%
Downside deviation
8.51%