Know Your PMS · Monthly tearsheet
IMPERIAL INDIA FOCUSSED EQUITY 2
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 Jul_20239 months filed
CAGR
Needs 12 months
Total return
28.82%
Max drawdown
-5.18%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
11.6% / -3.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 1.64% | -1.12% | -2.97% | 4.71% | 6.95% | 11.56% | 7.23% | – | – | – | – | – | 30.64% |
2022 | – | – | – | – | – | – | – | – | – | – | 1.42% | -2.77% | -1.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 5.18% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
16.33%
Downside deviation
8.43%