Know Your PMS · Monthly tearsheet
DRChoksey Focused Advantage
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_202626 months filedBM: Nifty 50 TRIBM: NIFTY50TRIBM: BenchmarkBM: BSE500TRI
CAGR
-6.11%
Total return
-12.77%
Max drawdown
-28.12%
Sharpe
-0.31
Sortino
-0.34
Calmar
-0.22
Win months
50.00%
Best / worst month
6.2% / -12.1%
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 | -3.43% | 0.54% | -12.06% | 5.87% | 5.65% | 3.44% | 2.96% | – | -5.19% | – | – | – | -3.57% |
2025 | -4.17% | -8.85% | 6.15% | 0.67% | 6.18% | 2.91% | -2.91% | -1.29% | 0.41% | -0.14% | -0.33% | -5.09% | -7.28% |
2024 | – | – | – | – | – | – | 1.97% | 4.43% | 0.90% | -5.44% | -0.77% | -3.23% | -2.44% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 28.12% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
15.92%
Downside deviation
18.14%