Know Your PMS · Monthly tearsheet
A3
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: BSE500TRIBM: Benchmark
CAGR
20.45%
Total return
186.95%
Max drawdown
-14.78%
Sharpe
1.19
Sortino
1.28
Calmar
1.38
Win months
64.71%
Best / worst month
13.3% / -13.5%
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 | -0.02% | 3.44% | -13.51% | 8.38% | -1.43% | 1.25% | 2.11% | 0.15% | -7.61% | – | – | – | -8.59% |
2025 | -4.15% | -8.35% | 10.23% | 3.35% | 2.99% | 4.55% | -1.61% | -1.32% | 2.95% | 4.86% | 3.45% | 0.85% | 17.84% |
2024 | 4.40% | 6.17% | 3.64% | 7.04% | 1.03% | 5.39% | 4.37% | 1.62% | 0.59% | -2.70% | 0.97% | -1.25% | 35.51% |
2023 | -4.79% | -2.73% | 0.91% | 6.28% | 2.85% | 5.26% | 7.79% | -1.39% | 4.27% | -3.33% | 6.46% | 7.97% | 32.42% |
2022 | 3.57% | -6.48% | 1.76% | -0.86% | -3.44% | -4.75% | 11.69% | 6.59% | -0.76% | 6.15% | 3.73% | -2.21% | 14.33% |
2021 | – | 13.25% | -3.29% | -1.36% | 10.16% | -0.13% | 3.89% | 3.36% | 1.42% | 4.57% | -5.32% | 1.32% | 29.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 14.78% | 8 mo |
| Nov_2021 | Jun_2022 | Aug_2022 | 13.79% | 9 mo |
| Mar_2026 | Mar_2026 | Ongoing | 13.51% | 7 mo · open |
| Dec_2022 | Feb_2023 | Jun_2023 | 9.44% | 6 mo |
| Mar_2021 | Apr_2021 | May_2021 | 4.61% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
16.84%
Downside deviation
15.96%