Know Your PMS · Monthly tearsheet
Estee Advisors Pvt Ltd-Long Only
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 Aug_202644 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
18.55%
Total return
86.61%
Max drawdown
-25.69%
Sharpe
1.02
Sortino
1.04
Calmar
0.72
Win months
63.64%
Best / worst month
11.3% / -10.3%
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 | -2.83% | 1.61% | -10.35% | 11.31% | 0.01% | -0.30% | 2.12% | 2.02% | – | – | – | – | 2.35% |
2025 | -9.70% | -9.62% | 6.42% | 4.18% | 7.01% | 4.39% | -2.96% | -0.60% | -0.34% | 2.86% | -1.67% | 0.06% | -1.67% |
2024 | 9.87% | -1.94% | – | 5.91% | 2.11% | 6.66% | 8.50% | 0.78% | 0.20% | -8.82% | -0.83% | 0.70% | 23.98% |
2023 | -3.41% | -2.12% | 0.30% | 6.91% | 5.08% | 3.42% | 8.09% | 4.41% | 6.49% | -2.67% | 9.17% | 9.08% | 53.46% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -2.55% | -2.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 25.69% | 23 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 7.87% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.67% | 1 mo |
| Feb_2024 | Feb_2024 | Apr_2024 | 1.94% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
18.28%
Downside deviation
17.87%