Know Your PMS · Monthly tearsheet
Equirus Flexi Cap Fund
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_202611 months filedBM: BenchmarkBM: BSE500TRIBM: BSE500TR
CAGR
Needs 12 months
Total return
11.86%
Max drawdown
-13.36%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
13.4% / -13.4%
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 | -0.01% | 3.04% | -13.36% | 13.44% | 2.44% | 4.30% | -0.15% | 4.93% | -2.48% | – | – | – | 10.55% |
2025 | – | – | – | – | – | – | – | – | – | – | 1.98% | -0.78% | 1.18% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | May_2026 | 13.36% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.48% | 1 mo · open |
| Dec_2025 | Jan_2026 | Feb_2026 | 0.79% | 2 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.15% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
21.19%
Downside deviation
21.09%