Know Your PMS · Monthly tearsheet
INDIASTORY
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: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
10.93%
Total return
80.02%
Max drawdown
-13.44%
Sharpe
1.01
Sortino
1.06
Calmar
0.81
Win months
60.29%
Best / worst month
9.1% / -10.9%
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 | -1.50% | -0.57% | -10.95% | 9.09% | 0.86% | 1.21% | 1.30% | 1.14% | -3.70% | – | – | – | -4.18% |
2025 | -0.12% | -3.23% | 5.83% | 1.68% | 1.36% | 2.67% | -0.28% | -1.97% | -0.53% | 3.60% | 0.58% | -0.75% | 8.85% |
2024 | -0.77% | 0.19% | -1.07% | 2.39% | -0.06% | 5.28% | 3.38% | 1.28% | 3.48% | -1.79% | 0.35% | -1.64% | 11.29% |
2023 | 0.02% | -1.10% | -0.52% | 3.60% | 2.49% | 3.24% | 1.23% | 1.02% | 0.87% | -2.67% | 5.27% | 3.36% | 17.84% |
2022 | -3.96% | -3.14% | 0.69% | -0.06% | -0.41% | -5.60% | 5.46% | 3.90% | -3.06% | 3.26% | 4.50% | -2.23% | -1.38% |
2021 | – | 4.26% | 0.71% | 5.09% | 6.57% | 2.39% | 2.38% | 1.91% | 4.05% | -0.60% | -0.19% | 2.91% | 33.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 13.44% | 10 mo · open |
| Jan_2022 | Jun_2022 | Nov_2022 | 11.99% | 10 mo |
| Oct_2024 | Feb_2025 | Apr_2025 | 6.31% | 6 mo |
| Dec_2022 | Mar_2023 | May_2023 | 3.79% | 5 mo |
| Jul_2025 | Sep_2025 | Oct_2025 | 2.76% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
10.83%
Downside deviation
10.32%