Know Your PMS · Monthly tearsheet
GROWTH
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
22.47%
Total return
215.31%
Max drawdown
-30.22%
Sharpe
1.07
Sortino
1.08
Calmar
0.74
Win months
67.65%
Best / worst month
23.1% / -16.7%
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 | -5.13% | -1.32% | -13.25% | 23.05% | 9.43% | 6.85% | 0.90% | -3.67% | 1.99% | – | – | – | 15.83% |
2025 | -9.18% | -16.69% | 3.95% | 0.67% | 14.44% | 0.24% | -2.11% | -4.70% | -1.61% | 3.69% | -1.52% | 0.93% | -14.08% |
2024 | 5.10% | 1.51% | -4.39% | 8.11% | 2.23% | 8.73% | 7.15% | 7.15% | -1.80% | -2.47% | 3.62% | 1.91% | 42.33% |
2023 | -1.56% | 2.73% | -0.53% | 5.25% | 6.40% | 8.72% | 6.33% | 5.38% | 0.05% | 1.10% | 3.89% | 4.55% | 50.77% |
2022 | 0.15% | -8.82% | 3.65% | -1.59% | -5.15% | -3.74% | 5.34% | 5.22% | -1.90% | 1.24% | 4.26% | -3.93% | -6.23% |
2021 | – | 7.47% | 2.45% | 2.69% | 8.64% | 11.11% | 5.74% | 4.59% | 5.98% | 0.30% | -4.05% | 2.27% | 57.44% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Jun_2026 | 30.22% | 17 mo |
| Nov_2021 | Jun_2022 | May_2023 | 16.55% | 18 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.39% | 1 mo |
| Sep_2024 | Oct_2024 | Dec_2024 | 4.23% | 3 mo |
| Aug_2026 | Aug_2026 | Ongoing | 3.67% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
20.89%
Downside deviation
20.88%