Know Your PMS · Monthly tearsheet
Aggressive Long Term Capital Appreciation
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_202668 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
29.20%
Total return
327.08%
Max drawdown
-25.75%
Sharpe
1.12
Sortino
1.64
Calmar
1.13
Win months
60.29%
Best / worst month
29.6% / -11.3%
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 | -1.22% | 12.82% | -10.65% | 29.59% | -0.53% | -0.09% | -1.99% | 21.59% | -0.45% | – | – | – | 52.14% |
2025 | -7.08% | -11.33% | 0.06% | -1.23% | 16.14% | 5.33% | -2.43% | -0.93% | 2.45% | 8.13% | 2.33% | -3.25% | 5.60% |
2024 | 14.17% | -0.20% | -3.11% | 15.67% | -7.34% | 12.04% | 4.61% | 2.99% | 2.36% | -5.16% | -5.63% | 1.88% | 33.31% |
2023 | 0.45% | -0.64% | -1.39% | 10.34% | 3.37% | 5.15% | 2.30% | 6.32% | 10.68% | 1.98% | -7.88% | 2.30% | 36.56% |
2022 | 5.16% | -11.22% | 0.78% | 1.63% | -2.08% | -6.53% | 5.48% | 17.32% | -2.31% | 3.54% | 9.28% | -2.48% | 16.75% |
2021 | – | 8.18% | 1.18% | 1.13% | 4.27% | 8.39% | 0.11% | 1.48% | 0.78% | -5.06% | -0.94% | 3.83% | 25.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Apr_2025 | Feb_2026 | 25.75% | 16 mo |
| Feb_2022 | Jun_2022 | Aug_2022 | 16.77% | 6 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 10.65% | 1 mo |
| Nov_2023 | Nov_2023 | Jan_2024 | 7.88% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 7.34% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
25.78%
Downside deviation
17.81%