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
9.57%
Total return
59.14%
Max drawdown
-4.38%
Sharpe
2.28
Sortino
3.58
Calmar
2.18
Win months
68.85%
Best / worst month
4.4% / -1.5%
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 | 0.10% | -0.94% | 1.53% | 1.01% | 1.84% | 1.40% | -0.32% | -0.22% | 0.33% | 0.00% | 0.00% | 0.00% | 4.79% |
2024 | 0.90% | 1.56% | 0.79% | 1.14% | 0.63% | 2.06% | 1.66% | 0.97% | 1.17% | -0.41% | 0.42% | 0.39% | 11.86% |
2023 | 0.19% | -0.02% | 0.35% | 1.41% | 1.11% | 1.16% | 1.52% | 0.18% | 1.04% | -0.63% | 2.74% | 1.54% | 11.07% |
2022 | 0.44% | -1.22% | 0.63% | -0.79% | -1.46% | -0.79% | 2.94% | 1.25% | -0.95% | 1.51% | 1.40% | -0.27% | 2.62% |
2021 | – | 3.52% | 0.43% | 1.10% | 4.38% | 1.88% | 1.66% | 2.79% | 2.43% | 0.83% | -0.43% | -0.83% | 19.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Oct_2022 | 4.38% | 11 mo |
| Feb_2025 | Feb_2025 | Mar_2025 | 0.94% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.63% | 1 mo |
| Jul_2025 | Aug_2025 | Ongoing | 0.54% | 8 mo · open |
| Oct_2024 | Oct_2024 | Nov_2024 | 0.41% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
4.03%
Downside deviation
2.67%