Know Your PMS · Monthly tearsheet
EMKAY LEAD
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: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
5.85%
Total return
36.03%
Max drawdown
-16.46%
Sharpe
0.45
Sortino
0.40
Calmar
0.36
Win months
55.38%
Best / worst month
10.1% / -13.1%
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 | -2.38% | 1.71% | -13.09% | 8.93% | -1.79% | 2.88% | 7.98% | 1.58% | -7.12% | – | – | – | -3.24% |
2025 | -2.73% | -6.93% | 4.86% | 4.30% | 4.34% | 1.28% | -5.30% | -0.70% | 0.63% | 5.79% | 1.10% | -0.72% | 5.13% |
2024 | -0.57% | -0.74% | -0.63% | 2.63% | -0.71% | 7.69% | 4.62% | 0.69% | 2.71% | -5.66% | 0.03% | -2.21% | 7.46% |
2023 | -3.84% | -3.51% | -0.38% | – | 6.58% | 3.68% | – | 0.22% | – | -2.76% | 6.24% | 4.63% | 10.65% |
2022 | -1.50% | -3.84% | 2.14% | -2.00% | -4.50% | -6.70% | 10.07% | 4.75% | -3.54% | 2.47% | -0.04% | -4.63% | -8.22% |
2021 | – | 1.98% | 2.23% | 0.80% | 3.25% | 3.89% | -0.47% | 7.34% | 1.62% | 0.82% | -3.98% | 3.44% | 22.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 16.46% | 22 mo |
| Nov_2021 | Jun_2022 | Dec_2023 | 16.09% | 22 mo |
| Sep_2026 | Sep_2026 | Ongoing | 7.12% | 1 mo · open |
| Jan_2024 | Mar_2024 | Apr_2024 | 1.93% | 3 mo |
| May_2024 | May_2024 | Jun_2024 | 0.71% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
14.95%
Downside deviation
14.74%