Know Your PMS · Monthly tearsheet
AGGRESSIVE
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 Mar_202311 months filed
CAGR
Needs 12 months
Total return
1.42%
Max drawdown
-6.72%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
45.45%
Best / worst month
7.6% / -3.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -2.52% | -2.02% | 0.67% | – | – | – | – | – | – | – | – | – | -3.85% |
2022 | – | – | – | – | -3.17% | -3.62% | 7.61% | 3.86% | -2.76% | 3.40% | 2.99% | -2.34% | 5.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Feb_2023 | Ongoing | 6.72% | 4 mo · open |
| May_2022 | Jun_2022 | Jul_2022 | 6.68% | 2 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.76% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
12.36%
Downside deviation
9.66%