Know Your PMS · Monthly tearsheet
FINDOC Equity 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 Aug_202617 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
-11.91%
Total return
-16.44%
Max drawdown
-36.51%
Sharpe
-0.36
Sortino
-0.44
Calmar
-0.33
Win months
35.29%
Best / worst month
21.3% / -15.4%
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 | -9.39% | 0.27% | -15.39% | 21.33% | 0.01% | 0.00% | 0.00% | 0.00% | – | – | – | – | -6.72% |
2025 | – | – | – | 0.00% | 3.83% | 4.46% | -4.19% | -7.04% | 1.94% | -1.37% | -4.93% | -2.99% | -10.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 36.51% | 14 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
4 mo
Ann. volatility
25.34%
Downside deviation
27.06%