Know Your PMS · Monthly tearsheet
EMKAY GEMS NRI
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_202664 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
13.46%
Total return
96.15%
Max drawdown
-22.06%
Sharpe
0.91
Sortino
0.98
Calmar
0.61
Win months
59.38%
Best / worst month
11.4% / -11.2%
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 | -0.91% | 1.49% | -11.16% | 8.87% | 1.84% | 5.50% | 3.40% | 1.37% | -2.58% | – | – | – | 6.71% |
2025 | -4.16% | -10.02% | 7.71% | 2.65% | 6.36% | 4.02% | -1.64% | -2.15% | -2.03% | 5.24% | 0.10% | 0.68% | 5.50% |
2024 | -0.25% | 1.04% | -2.68% | 5.07% | 3.25% | 10.05% | 1.49% | 1.34% | 0.26% | -6.88% | -1.38% | -1.59% | 9.13% |
2023 | -3.36% | 1.05% | -2.16% | – | 9.94% | 4.62% | – | 3.99% | – | -0.97% | 7.21% | 5.20% | 27.64% |
2022 | -1.19% | -5.41% | 2.61% | 1.26% | -3.21% | -3.21% | 11.36% | 5.48% | -1.31% | -1.49% | 2.64% | -1.75% | 4.77% |
2021 | – | – | 1.27% | -1.78% | 4.32% | 4.85% | 3.62% | 2.98% | 1.62% | -0.36% | -2.84% | 4.53% | 19.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 22.06% | 21 mo |
| Jan_2022 | Jun_2022 | Jul_2022 | 9.02% | 6 mo |
| Sep_2022 | Mar_2023 | May_2023 | 6.33% | 7 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 3.19% | 2 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.68% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.14%
Downside deviation
13.70%