Know Your PMS · Monthly tearsheet
IMPETUS-Value Portfolio
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_202653 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500
CAGR
14.32%
Total return
80.62%
Max drawdown
-30.38%
Sharpe
0.76
Sortino
0.83
Calmar
0.47
Win months
56.60%
Best / worst month
17.0% / -13.9%
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 | -2.57% | -2.76% | -10.86% | 16.96% | 1.48% | 4.63% | -0.81% | 5.11% | -0.57% | – | – | – | 8.72% |
2025 | -7.31% | -13.91% | 10.80% | 0.53% | 11.37% | 2.55% | -5.11% | -3.40% | 2.07% | 4.90% | -2.10% | -3.06% | -5.45% |
2024 | 4.82% | -2.05% | -3.23% | 12.10% | 7.62% | 9.11% | 4.68% | -4.30% | -2.57% | -5.81% | 2.84% | -3.40% | 19.44% |
2023 | – | – | – | – | – | – | 9.25% | – | 0.46% | -3.61% | 8.05% | 6.51% | 21.75% |
2022 | -3.09% | -4.47% | 2.39% | -1.50% | – | – | – | – | – | – | – | – | -6.63% |
2021 | – | 6.11% | 0.85% | 1.49% | 7.47% | 1.40% | 2.85% | 7.59% | 0.53% | -0.33% | -3.04% | 1.70% | 29.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 30.38% | 26 mo · open |
| Oct_2021 | Feb_2022 | Jul_2023 | 9.01% | 7 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.21% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.61% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
20.23%
Downside deviation
17.26%