Know Your PMS · Monthly tearsheet
Core Value
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_202666 months filedBM: BenchmarkBM: BSE500TRI
CAGR
-10.40%
Total return
-45.34%
Max drawdown
-86.08%
Sharpe
Not reported
Sortino
-0.20
Calmar
-0.12
Win months
46.97%
Best / worst month
102.8% / -76.6%
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 | -6.21% | 0.73% | -25.46% | 9.79% | -4.67% | -76.62% | -3.80% | -6.65% | -3.08% | – | – | – | -85.00% |
2025 | -11.87% | -11.96% | -1.49% | 10.17% | 0.29% | -0.18% | 12.36% | -2.09% | -1.75% | 4.08% | -10.62% | 9.52% | -7.17% |
2024 | 7.06% | -0.17% | -4.40% | 18.93% | -9.63% | 5.44% | -0.96% | -0.27% | -1.83% | -8.84% | 0.15% | 102.75% | 107.83% |
2023 | -3.55% | -1.27% | -3.62% | 5.69% | 1.65% | 18.91% | 3.75% | -3.87% | -0.11% | 0.19% | 10.22% | 6.31% | 37.13% |
2022 | 0.34% | -13.29% | 4.57% | -1.99% | -14.88% | -3.23% | 6.58% | 12.01% | -8.90% | 2.92% | 1.70% | -2.49% | -18.47% |
2021 | – | – | – | -4.16% | 16.68% | 12.14% | 10.35% | -5.41% | 9.82% | 5.24% | -1.92% | 13.88% | 68.97% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Sep_2026 | Ongoing | 86.08% | 21 mo · open |
| Feb_2022 | Jun_2022 | Nov_2023 | 26.80% | 21 mo |
| May_2024 | Oct_2024 | Dec_2024 | 15.77% | 7 mo |
| Aug_2021 | Aug_2021 | Sep_2021 | 5.41% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.56% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
61.58%
Downside deviation
51.84%