Know Your PMS · Monthly tearsheet
Electrum Viksit Bharat Approach
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_202612 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
17.23%
Total return
17.23%
Max drawdown
-12.34%
Sharpe
0.88
Sortino
0.96
Calmar
1.40
Win months
58.33%
Best / worst month
13.4% / -7.6%
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 | -5.63% | 1.26% | -7.57% | 13.40% | 3.57% | 7.65% | 3.92% | 5.24% | -4.22% | – | – | – | 16.98% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | 0.97% | -0.75% | 0.21% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | May_2026 | 12.34% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.22% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
19.42%
Downside deviation
17.95%