Know Your PMS · Monthly tearsheet
A5
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
20.36%
Total return
185.84%
Max drawdown
-16.71%
Sharpe
1.16
Sortino
1.22
Calmar
1.22
Win months
66.18%
Best / worst month
13.9% / -13.2%
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 | -2.05% | 1.98% | -13.21% | 10.24% | -0.34% | 0.99% | 2.04% | -0.27% | -6.83% | – | – | – | -8.80% |
2025 | -3.06% | -8.32% | 8.82% | 3.42% | 2.74% | 5.34% | -2.43% | -1.11% | 2.98% | 5.33% | 2.40% | 0.91% | 17.07% |
2024 | 3.19% | 2.92% | 1.01% | 8.61% | -0.10% | 7.05% | 4.29% | 1.89% | 0.93% | -4.29% | 0.42% | -1.31% | 26.76% |
2023 | -4.21% | -2.74% | 0.09% | 6.19% | 3.45% | 5.35% | 8.38% | 0.71% | 3.96% | -4.20% | 7.23% | 6.61% | 34.11% |
2022 | 4.70% | -6.14% | 4.22% | -2.14% | -7.23% | -6.21% | 10.42% | 8.92% | 0.63% | 5.28% | 2.19% | -1.87% | 11.43% |
2021 | – | 13.93% | -1.01% | 2.07% | 10.47% | 1.67% | 4.66% | -2.05% | 4.23% | 4.42% | -3.91% | 1.97% | 41.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | Jun_2022 | Aug_2022 | 16.71% | 6 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 15.70% | 8 mo |
| Jan_2026 | Mar_2026 | Ongoing | 13.31% | 9 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 8.58% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.20% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
17.25%
Downside deviation
16.65%