Know Your PMS · Monthly tearsheet
A7
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_202635 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
-100.00%
Total return
-100.00%
Max drawdown
-100.00%
Sharpe
Not reported
Sortino
-1.11
Calmar
-1.00
Win months
48.57%
Best / worst month
14.2% / -100.0%
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 | 2.75% | -1.74% | -7.74% | 14.16% | 5.12% | -2.21% | -1.54% | 3.77% | -4.99% | – | – | – | 6.11% |
2025 | -2.22% | -7.19% | 3.77% | 0.22% | 3.81% | 4.43% | 1.14% | -1.49% | 5.14% | 6.33% | -0.94% | 2.72% | 15.96% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | 1.08% | 5.62% | 6.76% |
2023 | -100.00% | – | – | – | – | – | – | – | – | – | – | – | -100.00% |
2022 | – | – | 0.00% | -1.36% | -1.73% | -5.89% | 10.49% | 5.23% | -3.25% | 5.73% | -0.52% | 0.00% | 7.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2022 | Jan_2023 | Ongoing | 100.00% | 27 mo · open |
| Apr_2022 | Jun_2022 | Jul_2022 | 8.78% | 3 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 3.25% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
60.49%
Downside deviation
90.36%