Know Your PMS · Monthly tearsheet
FINANCIAL FREEDOM
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_202657 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
14.22%
Total return
88.03%
Max drawdown
-11.12%
Sharpe
1.10
Sortino
1.17
Calmar
1.28
Win months
68.42%
Best / worst month
14.5% / -7.7%
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 | -3.08% | 1.17% | -7.66% | 14.46% | -0.26% | 1.17% | 3.16% | 1.37% | – | – | – | – | 9.36% |
2025 | 0.96% | -7.37% | 6.18% | 4.33% | 5.04% | 3.94% | -0.16% | -3.17% | 1.25% | 3.74% | 0.10% | -1.84% | 12.85% |
2024 | 6.37% | 0.31% | -1.26% | 5.47% | 3.31% | 2.67% | 3.42% | 0.23% | 0.69% | -1.81% | 0.48% | -1.47% | 19.58% |
2023 | -2.61% | 1.86% | 0.59% | 1.93% | 1.59% | 2.27% | 4.53% | -1.01% | 3.01% | -2.32% | 5.15% | 6.45% | 23.15% |
2022 | -0.84% | -1.67% | 2.60% | 2.43% | -3.56% | -5.75% | 7.00% | 2.64% | -3.84% | 2.46% | 0.64% | 1.34% | 2.79% |
2021 | – | – | – | – | – | – | – | – | – | – | – | 0.65% | 0.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 11.12% | 4 mo |
| May_2022 | Jun_2022 | Dec_2022 | 9.11% | 7 mo |
| Oct_2024 | Feb_2025 | Apr_2025 | 9.09% | 6 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.32% | 3 mo |
| Jan_2023 | Jan_2023 | Apr_2023 | 2.61% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
12.73%
Downside deviation
12.12%