Know Your PMS · Monthly tearsheet
A2
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: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
19.44%
Total return
173.65%
Max drawdown
-19.50%
Sharpe
1.05
Sortino
1.12
Calmar
1.00
Win months
64.71%
Best / worst month
13.1% / -11.3%
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 | -4.01% | -0.80% | -11.25% | 12.64% | 1.76% | 0.82% | 2.01% | -0.35% | -6.20% | – | – | – | -6.88% |
2025 | -5.62% | -8.56% | 6.53% | 1.19% | 3.87% | 6.31% | -3.45% | -0.61% | 4.86% | 4.77% | 2.21% | 1.04% | 11.85% |
2024 | 1.82% | 0.79% | -2.50% | 10.61% | -1.28% | 8.64% | 4.73% | 1.27% | 2.01% | -5.32% | -1.00% | 0.70% | 21.22% |
2023 | -2.63% | -3.31% | -0.09% | 5.13% | 2.52% | 5.80% | 9.15% | 3.70% | 2.16% | -4.27% | 9.23% | 7.29% | 39.15% |
2022 | 1.91% | -4.81% | 8.42% | -3.05% | -10.11% | -7.63% | 9.84% | 10.11% | 0.68% | 4.24% | 0.25% | -1.24% | 6.40% |
2021 | – | 13.10% | 0.34% | 4.53% | 10.51% | 4.03% | 4.27% | -5.24% | 5.80% | 2.73% | -3.15% | 3.22% | 46.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2022 | Jun_2022 | Oct_2022 | 19.50% | 6 mo |
| Oct_2024 | Feb_2025 | Oct_2025 | 18.54% | 12 mo |
| Jan_2026 | Mar_2026 | Ongoing | 15.49% | 9 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 7.10% | 5 mo |
| Aug_2021 | Aug_2021 | Sep_2021 | 5.24% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
18.54%
Downside deviation
17.38%