Know Your PMS · Monthly tearsheet
QUANTFIN GROWTH
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
9.07%
Total return
63.58%
Max drawdown
-16.56%
Sharpe
0.69
Sortino
0.70
Calmar
0.55
Win months
57.35%
Best / worst month
10.7% / -10.8%
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 | -2.14% | -0.03% | -10.76% | 8.01% | -1.26% | 1.09% | 2.12% | -1.99% | -6.14% | – | – | – | -11.58% |
2025 | 5.13% | -6.66% | 8.03% | 1.94% | -4.85% | 3.97% | -2.52% | -2.27% | 0.90% | 4.21% | 2.08% | -0.46% | 8.81% |
2024 | 0.51% | 1.74% | 0.37% | 3.03% | 0.30% | 5.85% | 5.46% | 5.46% | 1.66% | -6.62% | -0.30% | -2.42% | 15.32% |
2023 | -2.29% | -1.44% | -0.89% | 4.41% | 2.84% | 3.81% | 3.30% | -2.63% | 2.12% | -2.23% | 6.35% | 6.65% | 21.18% |
2022 | -3.39% | -3.75% | 2.81% | -3.50% | -3.21% | -4.52% | 10.71% | 2.87% | -1.67% | 5.01% | 2.65% | -3.05% | -0.22% |
2021 | – | 0.84% | 2.09% | -0.52% | 6.18% | 3.67% | 1.24% | 6.99% | 2.03% | -1.26% | -3.39% | 2.60% | 21.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Nov_2022 | 16.56% | 13 mo |
| Oct_2024 | Mar_2026 | Ongoing | 13.70% | 24 mo · open |
| Dec_2022 | Mar_2023 | Jun_2023 | 7.47% | 6 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.78% | 3 mo |
| Apr_2021 | Apr_2021 | May_2021 | 0.52% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
13.92%
Downside deviation
12.98%