Know Your PMS · Monthly tearsheet
IS50
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_202667 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
14.20%
Total return
109.91%
Max drawdown
-23.75%
Sharpe
0.95
Sortino
0.89
Calmar
0.60
Win months
65.67%
Best / worst month
10.4% / -12.7%
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 | -2.96% | 1.15% | -12.71% | 8.94% | 0.89% | 2.10% | 1.77% | 0.48% | – | – | – | – | -1.68% |
2025 | -5.82% | -10.68% | 6.69% | 0.92% | 4.56% | 3.13% | -1.47% | -2.55% | 0.75% | 3.06% | -0.91% | 0.37% | -3.15% |
2024 | 3.85% | 0.07% | -3.29% | 3.81% | 0.16% | 5.83% | 4.66% | 3.97% | 0.84% | -5.27% | -1.59% | -1.43% | 11.51% |
2023 | -2.44% | -0.95% | 0.82% | 3.65% | 4.71% | 4.66% | 5.53% | 1.35% | 0.62% | -2.05% | 7.98% | 6.13% | 33.68% |
2022 | -2.32% | -5.89% | 2.91% | -1.90% | -6.27% | -3.39% | 7.63% | 3.20% | -1.05% | 2.78% | 3.06% | -3.58% | -5.67% |
2021 | – | 10.45% | 2.05% | 9.01% | 5.49% | 5.26% | 6.47% | 2.21% | 3.76% | -1.28% | -0.35% | 3.44% | 56.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 23.75% | 23 mo · open |
| Jan_2022 | Jun_2022 | Jun_2023 | 15.96% | 17 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 3.29% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.05% | 1 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 1.63% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
15.16%
Downside deviation
16.02%