Know Your PMS · Monthly tearsheet
Findoc Vantage Fund Strategy
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_20266 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
27.38%
Max drawdown
-2.92%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
60.00%
Best / worst month
11.8% / -2.9%
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 | – | – | – | 0.00% | 10.05% | 3.42% | -2.92% | 11.85% | 3.07% | – | – | – | 27.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2026 | Jul_2026 | Aug_2026 | 2.92% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
18.05%
Downside deviation
10.12%