Know Your PMS · Monthly tearsheet
Dezerv. Momentum Strategy
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 Aug_202623 months filedBM: BSE500TRIBM: Benchmark
CAGR
-13.17%
Total return
-23.71%
Max drawdown
-29.48%
Sharpe
-0.86
Sortino
-0.57
Calmar
-0.45
Win months
26.09%
Best / worst month
5.9% / -12.7%
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% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | 0.00% |
2025 | -12.68% | -9.39% | 5.91% | -2.94% | 4.67% | 3.24% | -2.18% | -1.90% | -3.99% | 3.89% | 1.75% | 0.00% | -14.40% |
2024 | – | – | – | – | – | – | – | – | – | -6.06% | 0.54% | -5.63% | -10.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 29.48% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
14.61%
Downside deviation
22.92%