Know Your PMS · Monthly tearsheet
EMKAY GEMS
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_202665 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
15.18%
Total return
115.00%
Max drawdown
-22.83%
Sharpe
0.98
Sortino
1.09
Calmar
0.66
Win months
58.46%
Best / worst month
11.3% / -11.5%
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 | -0.89% | 2.01% | -11.50% | 9.85% | 1.86% | 4.90% | 4.24% | 0.89% | -2.08% | – | – | – | 8.15% |
2025 | -4.03% | -10.51% | 7.58% | 2.56% | 6.26% | 3.11% | -1.95% | -2.48% | -2.36% | 6.29% | 0.73% | 0.21% | 4.00% |
2024 | -0.28% | 0.82% | -0.47% | 4.44% | 3.07% | 9.72% | 1.51% | 1.18% | -0.03% | -7.11% | -1.34% | -1.92% | 9.08% |
2023 | -3.38% | 1.60% | -2.06% | – | 9.73% | 4.04% | – | 4.54% | – | -1.65% | 7.81% | 4.97% | 27.71% |
2022 | -2.86% | -4.87% | 3.21% | 0.64% | -3.48% | -3.86% | 11.35% | 2.85% | -1.92% | -1.26% | 2.95% | -2.27% | -0.61% |
2021 | – | 5.80% | 4.71% | -1.20% | 5.15% | 6.00% | 5.89% | 3.62% | 1.74% | -0.47% | -2.71% | 4.69% | 38.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Jul_2026 | 22.83% | 22 mo |
| Jan_2022 | Jun_2022 | Aug_2022 | 10.93% | 7 mo |
| Sep_2022 | Mar_2023 | May_2023 | 6.32% | 7 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 3.17% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.08% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
6 mo
Ann. volatility
15.62%
Downside deviation
13.87%