Know Your PMS · Monthly tearsheet
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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: CRISILHYBMOD
CAGR
9.36%
Total return
57.57%
Max drawdown
-22.22%
Sharpe
0.81
Sortino
0.85
Calmar
0.42
Win months
52.46%
Best / worst month
10.1% / -9.0%
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 | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | -7.65% | -7.22% | 6.96% | -0.01% | -0.13% | -0.12% | -3.78% | -0.13% | -0.10% | 0.00% | 0.00% | 0.00% | -12.25% |
2024 | 1.11% | 2.21% | -0.19% | 6.11% | -1.11% | 7.81% | 0.59% | 1.47% | 1.32% | -8.96% | 0.53% | -0.82% | 9.54% |
2023 | -1.63% | -1.00% | -0.34% | 4.55% | 2.72% | 1.78% | 0.94% | 2.26% | 1.58% | -2.67% | 5.54% | 2.34% | 16.94% |
2022 | 1.30% | -0.73% | -2.58% | -1.01% | -2.22% | -0.13% | 1.90% | 0.73% | 0.01% | 0.88% | 0.85% | -0.14% | -1.24% |
2021 | – | 8.78% | 0.05% | 3.39% | 10.12% | 5.79% | 3.13% | 2.00% | 5.43% | 2.20% | -1.34% | -3.17% | 41.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 22.22% | 17 mo · open |
| Nov_2021 | Jun_2022 | Jun_2023 | 9.53% | 19 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.67% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.11% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.19% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
6 mo
Ann. volatility
11.87%
Downside deviation
11.03%