Know Your PMS · Monthly tearsheet
DISCOVERY
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
24.96%
Total return
253.46%
Max drawdown
-35.15%
Sharpe
1.11
Sortino
1.19
Calmar
0.71
Win months
61.76%
Best / worst month
19.8% / -16.9%
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 | -9.72% | -3.09% | -12.59% | 19.80% | 12.96% | 5.39% | -4.31% | 3.82% | 3.46% | – | – | – | 12.10% |
2025 | -10.61% | -16.86% | 3.92% | 2.91% | 12.24% | -0.26% | -2.71% | 0.00% | -1.43% | 4.34% | -0.85% | -0.61% | -12.27% |
2024 | 7.65% | 1.39% | -6.27% | 11.37% | 1.68% | 9.38% | 8.08% | 8.08% | -3.29% | -2.13% | 1.51% | 0.59% | 43.06% |
2023 | -1.58% | 5.67% | -2.15% | 3.68% | 8.24% | 8.62% | 9.39% | 7.10% | -0.25% | 1.31% | 7.34% | 9.32% | 72.34% |
2022 | 1.73% | -10.00% | 0.69% | -0.89% | -3.91% | -2.90% | 3.29% | 1.88% | -2.54% | 1.66% | 5.91% | -1.91% | -7.66% |
2021 | – | 6.04% | 5.28% | 2.82% | 6.28% | 15.78% | 4.87% | 3.34% | 5.41% | -2.25% | -4.66% | 4.98% | 57.86% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 35.15% | 25 mo · open |
| Oct_2021 | Jun_2022 | May_2023 | 16.60% | 19 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 6.27% | 1 mo |
| Sep_2023 | Sep_2023 | Oct_2023 | 0.25% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
22.28%
Downside deviation
20.92%