Know Your PMS · Monthly tearsheet
Long Term Growth
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
14.57%
Total return
116.19%
Max drawdown
-20.38%
Sharpe
0.89
Sortino
0.89
Calmar
0.72
Win months
63.24%
Best / worst month
15.2% / -10.8%
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 | -3.85% | 2.47% | -10.79% | 15.21% | 1.84% | 5.06% | 0.54% | 0.61% | -4.88% | – | – | – | 4.25% |
2025 | -8.77% | -9.09% | 6.90% | 3.75% | 7.81% | 2.61% | -1.58% | -0.41% | 0.24% | 0.73% | -1.71% | -3.92% | -4.89% |
2024 | 2.74% | 4.17% | -0.22% | 8.62% | 0.19% | 10.09% | 3.33% | 3.19% | 1.97% | -4.31% | 1.52% | -1.18% | 33.54% |
2023 | -4.79% | -0.12% | -0.85% | 6.13% | 6.69% | 5.84% | 3.93% | 5.28% | 0.67% | -2.10% | 7.71% | 3.25% | 35.51% |
2022 | -2.95% | -5.53% | 4.63% | -2.35% | -5.93% | -7.25% | 8.54% | 5.87% | -2.72% | 2.24% | 2.01% | -5.34% | -9.80% |
2021 | – | 7.37% | -2.03% | -0.11% | 6.77% | 1.39% | 4.16% | 4.21% | 2.89% | 1.83% | 0.12% | 3.15% | 33.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 20.38% | 22 mo |
| Jan_2022 | Jun_2022 | Jun_2023 | 18.27% | 17 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.88% | 1 mo · open |
| Mar_2021 | Apr_2021 | May_2021 | 2.14% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.10% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
16.81%
Downside deviation
16.34%