Know Your PMS · Monthly tearsheet
SUPER 30 DYNAMIC FUND
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 Aug_202664 months filedBM: BSE 500 Total Return IndexBM: BSE500TRIBM: Benchmark
CAGR
38.39%
Total return
465.65%
Max drawdown
-33.37%
Sharpe
1.16
Sortino
1.47
Calmar
1.15
Win months
67.19%
Best / worst month
31.9% / -17.4%
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 | -8.00% | 0.53% | -13.23% | 31.92% | 10.57% | 4.82% | -0.92% | 5.28% | – | – | – | – | 27.99% |
2025 | -8.46% | -17.43% | 0.48% | 3.29% | 11.62% | 0.91% | -2.17% | -1.76% | 3.20% | 2.51% | -3.97% | -3.76% | -16.97% |
2024 | 10.75% | -4.02% | -9.80% | 12.02% | 1.44% | 9.60% | 9.43% | 1.95% | 0.05% | -1.61% | 0.98% | 4.50% | 38.39% |
2023 | 0.08% | -6.31% | -1.51% | 17.00% | 0.79% | 10.25% | 5.27% | 6.45% | 1.87% | -0.70% | 1.99% | 4.86% | 45.56% |
2022 | 6.20% | -11.21% | 5.78% | 7.01% | -14.85% | – | 7.51% | 7.61% | -3.16% | 4.43% | 2.91% | 3.84% | 13.63% |
2021 | – | – | – | 2.34% | 25.37% | 25.89% | 30.71% | -3.97% | 8.43% | -3.99% | -0.18% | 10.38% | 132.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Jun_2026 | 33.37% | 17 mo |
| May_2022 | May_2022 | Nov_2022 | 14.85% | 5 mo |
| Feb_2024 | Mar_2024 | Jun_2024 | 13.43% | 4 mo |
| Feb_2022 | Feb_2022 | Apr_2022 | 11.21% | 2 mo |
| Feb_2023 | Mar_2023 | Apr_2023 | 7.72% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
32.38%
Downside deviation
26.17%