Know Your PMS · Monthly tearsheet
ITHOUGHT VRDDHI
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_202665 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
14.63%
Total return
109.51%
Max drawdown
-31.99%
Sharpe
0.73
Sortino
0.70
Calmar
0.46
Win months
58.46%
Best / worst month
19.0% / -16.4%
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 | -1.79% | 2.12% | -15.12% | 19.04% | -0.52% | 2.12% | -0.37% | -0.13% | -2.77% | – | – | – | -0.41% |
2025 | -10.43% | -16.35% | 4.79% | 1.79% | 13.46% | 4.01% | 2.91% | -5.08% | -4.58% | 0.32% | -4.87% | -2.81% | -18.46% |
2024 | 4.42% | 1.57% | -9.56% | 9.00% | -3.24% | 10.28% | 10.09% | -1.92% | -2.11% | -0.10% | 1.07% | 1.08% | 20.35% |
2023 | 2.28% | 0.69% | 1.82% | 8.11% | 12.51% | 8.82% | 10.86% | 5.09% | -0.88% | -2.53% | 7.64% | 2.88% | 73.00% |
2022 | -1.03% | -9.86% | 1.84% | 0.68% | -4.64% | -3.32% | 8.80% | 1.88% | 0.18% | 2.56% | -1.50% | -1.36% | -6.68% |
2021 | – | – | – | – | 0.00% | 5.62% | 8.58% | 0.71% | 4.52% | -0.42% | 2.01% | 8.29% | 32.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 31.99% | 26 mo · open |
| Jan_2022 | Jun_2022 | Apr_2023 | 15.67% | 15 mo |
| Mar_2024 | Mar_2024 | Jun_2024 | 9.56% | 3 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.39% | 2 mo |
| Oct_2021 | Oct_2021 | Nov_2021 | 0.42% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
21.72%
Downside deviation
20.90%