Know Your PMS · Monthly tearsheet
Fortuna Long Term Capital Compounding Approach
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 May_202617 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
13.95%
Total return
20.32%
Max drawdown
-17.37%
Sharpe
0.65
Sortino
0.66
Calmar
0.80
Win months
58.82%
Best / worst month
16.9% / -11.2%
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 | -3.65% | -1.04% | -11.18% | 16.94% | 6.54% | – | – | – | – | – | – | – | 5.51% |
2025 | -4.19% | -9.75% | 4.34% | 3.47% | 12.48% | 1.99% | -0.62% | 5.52% | 3.98% | 0.09% | -3.20% | 0.79% | 14.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | May_2026 | 17.37% | 6 mo |
| Jan_2025 | Feb_2025 | May_2025 | 13.53% | 4 mo |
| Jul_2025 | Jul_2025 | Aug_2025 | 0.62% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
23.77%
Downside deviation
21.22%