Know Your PMS · Monthly tearsheet
PREMIER
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
22.69%
Total return
218.58%
Max drawdown
-36.24%
Sharpe
1.04
Sortino
1.26
Calmar
0.63
Win months
54.41%
Best / worst month
18.9% / -17.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -10.43% | -2.00% | -12.37% | 18.94% | 11.68% | 5.00% | -4.12% | 4.44% | 2.19% | – | – | – | 9.78% |
2025 | -9.61% | -17.03% | 5.22% | 2.32% | 11.79% | -0.31% | -2.46% | -0.54% | -1.38% | 3.69% | -0.73% | -1.87% | -13.04% |
2024 | 7.99% | 1.30% | -6.18% | 12.20% | 3.24% | 9.45% | 7.43% | 7.43% | -1.66% | -1.83% | -0.93% | -0.34% | 43.14% |
2023 | -2.36% | 0.34% | -0.73% | 3.71% | 6.08% | 1.89% | 11.99% | 6.72% | -1.31% | 1.04% | 4.17% | 7.85% | 45.97% |
2022 | -0.95% | -6.81% | 8.45% | -1.80% | -3.30% | -4.34% | 7.96% | 5.03% | 5.08% | 0.07% | 5.12% | -3.97% | 9.45% |
2021 | – | 12.59% | -0.50% | 13.50% | 6.49% | -0.58% | 3.01% | 5.81% | 4.62% | -1.61% | -1.88% | -1.53% | 45.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 36.24% | 25 mo · open |
| Oct_2021 | Jun_2022 | Sep_2022 | 13.56% | 11 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.60% | 5 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 6.18% | 1 mo |
| Sep_2023 | Sep_2023 | Nov_2023 | 1.31% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
6 mo
Ann. volatility
21.92%
Downside deviation
17.99%