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
Strategy page
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
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
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

StartTroughEndDepthLength
Nov_2024Mar_2026Ongoing37.14%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%