Know Your PMS · Monthly tearsheet
UNIQUE
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
24.18%
Total return
241.24%
Max drawdown
-35.15%
Sharpe
1.08
Sortino
1.17
Calmar
0.69
Win months
60.29%
Best / worst month
19.8% / -16.9%
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 | -9.72% | -3.09% | -12.59% | 19.80% | 12.96% | 5.39% | -4.31% | 3.82% | 3.46% | – | – | – | 12.10% |
2025 | -10.61% | -16.86% | 3.92% | 2.91% | 12.24% | -0.26% | -2.71% | 0.00% | -1.43% | 4.34% | -0.85% | -0.61% | -12.27% |
2024 | 7.65% | 1.39% | -6.27% | 11.37% | 1.68% | 9.38% | 8.08% | 8.08% | -3.29% | -2.13% | 1.51% | 0.59% | 43.06% |
2023 | -1.83% | 0.38% | 3.37% | 8.86% | 2.33% | 6.79% | 6.17% | 7.10% | -0.25% | 1.31% | 7.34% | 9.32% | 63.40% |
2022 | -1.01% | -7.83% | 7.08% | -0.68% | -6.43% | -4.66% | 7.58% | 10.63% | 1.28% | 3.36% | 3.73% | -4.84% | 6.46% |
2021 | – | 7.24% | -2.12% | -0.80% | 12.75% | 6.95% | 8.76% | 3.78% | 3.15% | -0.46% | -4.89% | 0.74% | 39.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 35.15% | 25 mo · open |
| Oct_2021 | Jun_2022 | Oct_2022 | 17.44% | 12 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 6.58% | 4 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 6.27% | 1 mo |
| Mar_2021 | Apr_2021 | May_2021 | 2.90% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
22.43%
Downside deviation
20.66%