Know Your PMS · Monthly tearsheet
IMPERIAL INDIA FOCUSED EQUITY
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
23.47%
Total return
230.19%
Max drawdown
-34.76%
Sharpe
0.99
Sortino
1.14
Calmar
0.68
Win months
58.82%
Best / worst month
25.1% / -18.2%
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 | -5.35% | -4.50% | -14.38% | 25.08% | 12.36% | 12.17% | -1.85% | -3.18% | -3.29% | – | – | – | 12.12% |
2025 | -9.14% | -18.22% | 1.97% | 5.48% | 14.30% | 0.78% | -2.55% | -4.45% | 0.53% | 7.49% | -3.63% | -0.82% | -11.46% |
2024 | 11.29% | -1.43% | -8.91% | 8.77% | -3.50% | 8.47% | 11.42% | 11.42% | -0.76% | -3.86% | 0.44% | -0.64% | 34.48% |
2023 | -2.05% | 0.51% | -1.55% | 5.27% | 6.80% | 8.57% | 3.78% | 13.41% | 5.33% | 4.74% | 5.98% | 3.89% | 69.14% |
2022 | 0.49% | -7.43% | 5.74% | -3.36% | -6.19% | -3.78% | 6.34% | 4.04% | -2.26% | 1.58% | 2.19% | -3.67% | -7.22% |
2021 | – | 8.97% | 2.52% | 2.69% | 8.63% | 5.64% | 6.91% | 5.91% | 6.72% | -0.54% | -1.86% | 1.50% | 57.61% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Jun_2026 | 34.76% | 21 mo |
| Oct_2021 | Jun_2022 | May_2023 | 14.99% | 19 mo |
| Feb_2024 | Mar_2024 | Jun_2024 | 10.21% | 4 mo |
| Jul_2026 | Sep_2026 | Ongoing | 8.10% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
5 mo
Ann. volatility
24.32%
Downside deviation
20.63%