Know Your PMS · Monthly tearsheet
GROWTHFINITI CONSERVATIVE
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_202610 months filedBM: CRISIL Hybrid 50+50 - Moderate IndexBM: CRISILHybrid50+50ModerateIndexBM: CRISILHYBRID5050BM: CRISILHYBRID50-50
CAGR
Needs 12 months
Total return
-1.07%
Max drawdown
-2.69%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
1.5% / -2.0%
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 | -0.56% | -0.13% | -2.01% | 1.46% | -0.37% | 0.18% | 0.61% | 0.00% | -0.57% | – | – | – | -1.42% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.35% | 0.35% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Ongoing | 2.69% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
2.98%
Downside deviation
3.41%