Know Your PMS · Monthly tearsheet
NUCLEUS
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_202628 months filedBM: S and P BSE 500BM: BSE500TRIBM: Benchmark
CAGR
2.57%
Total return
6.11%
Max drawdown
-37.14%
Sharpe
0.22
Sortino
0.09
Calmar
0.07
Win months
57.14%
Best / worst month
18.4% / -16.2%
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 | -8.19% | 1.84% | -9.07% | 18.36% | 5.56% | 10.44% | -4.63% | 1.71% | 0.11% | – | – | – | 13.92% |
2025 | -14.31% | -16.21% | 5.77% | 2.80% | 9.58% | 1.10% | -3.55% | -6.47% | 3.81% | 2.61% | -5.82% | -3.61% | -24.55% |
2024 | – | – | – | – | – | 0.00% | 11.06% | 11.06% | 1.54% | 0.58% | -0.42% | -1.58% | 23.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2024 | Mar_2026 | Ongoing | 37.14% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
26.36%
Downside deviation
28.46%