Know Your PMS · Monthly tearsheet
GROWTHFINITI STABLE
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_202614 months filedBM: CRISIL Hybrid 50+50 - Moderate IndexBM: CRISILHybrid50+50ModerateIndexBM: BenchmarkBM: CRISILHYBRID5050BM: CRISILHYBRID50-50
CAGR
1.21%
Total return
1.41%
Max drawdown
-9.56%
Sharpe
0.16
Sortino
0.08
Calmar
0.13
Win months
64.29%
Best / worst month
5.9% / -7.3%
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 | -2.07% | 0.23% | -7.31% | 5.93% | 0.25% | 2.50% | 1.30% | 0.95% | -3.16% | – | – | – | -1.93% |
2025 | – | – | – | – | – | – | – | 0.00% | 0.53% | 2.66% | 0.79% | -0.59% | 3.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Aug_2026 | 9.56% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.16% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
10.14%
Downside deviation
14.29%