Know Your PMS · Monthly tearsheet
FORT DYNAMIC
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_202633 months filedBM: Nifty 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
15.81%
Total return
49.71%
Max drawdown
-15.14%
Sharpe
1.01
Sortino
0.89
Calmar
1.04
Win months
69.70%
Best / worst month
9.6% / -10.7%
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 | -5.30% | 0.50% | -10.65% | 9.60% | 1.07% | 3.30% | 5.67% | 1.01% | -5.59% | – | – | – | -1.94% |
2025 | -0.39% | -8.08% | 7.66% | 1.34% | 5.03% | 4.27% | -1.23% | -1.00% | 2.62% | 5.71% | 1.79% | -0.21% | 17.87% |
2024 | 3.51% | 2.51% | 0.77% | 7.81% | 1.00% | 7.27% | 5.69% | 0.72% | 3.26% | -3.56% | 0.90% | -3.04% | 29.53% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 15.14% | 7 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 13.61% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.59% | 1 mo · open |
| Jul_2025 | Aug_2025 | Sep_2025 | 2.22% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
15.57%
Downside deviation
17.75%