Know Your PMS · Monthly tearsheet
ACTIVE
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_202668 months filedBM: S and P BSE 500BM: BenchmarkBM: BSE500TRI
CAGR
28.03%
Total return
305.66%
Max drawdown
-35.59%
Sharpe
1.15
Sortino
1.34
Calmar
0.79
Win months
61.76%
Best / worst month
19.3% / -16.8%
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 | -9.90% | -2.64% | -12.61% | 19.28% | 13.12% | 4.94% | -4.54% | 4.70% | 3.60% | – | – | – | 12.39% |
2025 | -10.32% | -16.81% | 4.37% | 2.77% | 12.20% | -0.38% | -2.64% | -0.14% | -1.37% | 4.03% | -0.55% | -1.24% | -12.37% |
2024 | 7.76% | 1.25% | -5.84% | 11.52% | 2.59% | 9.57% | 7.81% | 7.81% | -2.59% | -1.97% | 0.33% | 0.08% | 43.52% |
2023 | -1.17% | 7.86% | 1.03% | 4.37% | 15.83% | 9.72% | 1.90% | 6.91% | -0.61% | 1.21% | 7.17% | 8.96% | 82.80% |
2022 | 3.18% | -6.29% | 2.55% | -5.94% | 6.71% | -6.54% | 7.37% | 9.80% | -7.80% | -3.70% | -3.18% | -1.07% | -6.74% |
2021 | – | 16.50% | -3.82% | 12.87% | 11.12% | 2.92% | 2.64% | 7.58% | -0.01% | 4.08% | 0.33% | 0.94% | 68.32% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 35.59% | 25 mo · open |
| Sep_2022 | Jan_2023 | May_2023 | 15.95% | 8 mo |
| Feb_2022 | Jun_2022 | Aug_2022 | 9.85% | 6 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 5.84% | 1 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 3.82% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
24.02%
Downside deviation
20.93%