Know Your PMS · Monthly tearsheet
FOCUSSED MULTICAP
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
8.01%
Total return
54.74%
Max drawdown
-22.09%
Sharpe
0.57
Sortino
0.50
Calmar
0.36
Win months
60.29%
Best / worst month
12.6% / -12.3%
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 | -3.68% | 1.80% | -12.30% | 12.53% | 1.24% | 1.89% | 3.22% | -0.61% | -6.62% | – | – | – | -4.37% |
2025 | -5.14% | -7.93% | 7.80% | 0.90% | 5.59% | 4.04% | -3.33% | 0.48% | -1.35% | 2.16% | 0.55% | -1.73% | 0.95% |
2024 | 0.56% | 0.95% | 1.18% | 3.60% | -1.16% | 8.38% | 3.18% | 3.18% | 2.43% | -7.27% | -2.63% | -0.60% | 11.56% |
2023 | -4.32% | -1.10% | -0.33% | 2.83% | 2.96% | 5.83% | 1.25% | -0.31% | 0.02% | -1.36% | 7.72% | 4.98% | 19.01% |
2022 | -2.79% | -6.95% | 4.31% | -3.85% | -8.66% | -3.34% | 12.59% | 4.46% | -0.74% | 0.80% | -0.75% | -3.55% | -9.77% |
2021 | – | 6.59% | 4.37% | 1.47% | 1.47% | 3.78% | 2.74% | 2.74% | 5.58% | 1.14% | -1.96% | 1.87% | 33.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 22.09% | 24 mo · open |
| Nov_2021 | Jun_2022 | Nov_2023 | 20.01% | 24 mo |
| May_2024 | May_2024 | Jun_2024 | 1.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
15.73%
Downside deviation
15.95%