Know Your PMS · Monthly tearsheet
GOI MANDATE
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_202620 months filedBM: BenchmarkBM: Benchmark0
CAGR
8.22%
Total return
14.08%
Max drawdown
0.00%
Sharpe
3.78
Sortino
Not reported
Calmar
Not reported
Win months
95.00%
Best / worst month
3.2% / 0.0%
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 | 0.58% | 0.53% | 0.58% | 0.57% | 0.59% | 0.58% | 0.59% | 0.52% | 0.56% | – | – | – | 5.22% |
2025 | – | 0.00% | 3.18% | 0.38% | 0.58% | 0.56% | 0.58% | 0.57% | 0.56% | 0.58% | 0.57% | 0.59% | 8.42% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
19 mo
Longest loss streak
0 mo
Ann. volatility
2.05%
Downside deviation
0.00%