Know Your PMS · Monthly tearsheet
BUSINESS LEADER
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 Aug_202649 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
11.23%
Total return
54.41%
Max drawdown
-17.04%
Sharpe
0.80
Sortino
0.64
Calmar
0.66
Win months
67.35%
Best / worst month
12.2% / -13.1%
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 | -2.31% | 1.09% | -13.07% | 12.22% | 2.82% | 0.00% | 2.32% | 2.31% | – | – | – | – | 3.69% |
2025 | -8.58% | -7.42% | 3.69% | 3.91% | 6.27% | 4.87% | 0.61% | -1.55% | -2.40% | 0.16% | 1.55% | -0.85% | -0.92% |
2024 | 2.19% | 5.30% | 2.84% | -0.41% | -0.70% | 4.81% | 4.99% | 0.08% | 5.15% | -5.25% | 1.84% | 1.58% | 24.22% |
2023 | -0.57% | 0.27% | 0.93% | 4.18% | 1.18% | 4.58% | 3.77% | -1.81% | 2.22% | -3.80% | 4.82% | 6.88% | 24.52% |
2022 | – | – | – | – | – | – | – | 1.88% | -3.80% | 1.52% | 1.20% | -3.50% | -2.83% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2025 | 17.04% | 9 mo |
| Aug_2025 | Mar_2026 | Aug_2026 | 16.81% | 12 mo |
| Sep_2022 | Jan_2023 | May_2023 | 5.17% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.80% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.81% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
14.54%
Downside deviation
17.59%