Know Your PMS · Monthly tearsheet
JEWEL
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: BSE500TRIBM: Benchmark
CAGR
20.82%
Total return
192.10%
Max drawdown
-40.66%
Sharpe
0.94
Sortino
0.90
Calmar
0.51
Win months
64.71%
Best / worst month
22.6% / -20.1%
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 | -5.60% | -6.46% | -15.77% | 22.56% | 9.13% | 4.30% | -0.88% | -3.18% | 0.89% | – | – | – | 0.46% |
2025 | -9.54% | -20.05% | 3.90% | 4.67% | 11.99% | 2.06% | -4.93% | 0.10% | 1.14% | 4.75% | -4.24% | -1.55% | -14.55% |
2024 | 4.55% | -2.30% | -5.84% | 10.05% | 1.85% | 10.92% | 8.11% | 8.11% | -4.03% | -3.84% | 1.03% | 0.14% | 30.49% |
2023 | -1.92% | 1.33% | -1.80% | 5.06% | 7.80% | 7.19% | 7.98% | 11.45% | 1.24% | 3.83% | 10.66% | 6.92% | 77.33% |
2022 | 0.15% | -7.84% | 4.08% | -1.14% | -4.48% | -2.70% | 7.31% | 4.24% | -1.06% | 0.30% | 3.49% | -3.25% | -1.90% |
2021 | – | 9.15% | 2.49% | 1.46% | 8.07% | 8.56% | 6.40% | 3.97% | 4.62% | -2.34% | -3.02% | 2.70% | 49.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 40.66% | 25 mo · open |
| Oct_2021 | Jun_2022 | May_2023 | 14.15% | 19 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 8.01% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
5 mo
Ann. volatility
22.89%
Downside deviation
23.07%