Know Your PMS · Monthly tearsheet
DYNAMIC HIGH GROWTH
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_202645 months filedBM: BSE500TRIBM: BenchmarkBM: BSE 500 TRI
CAGR
9.00%
Total return
38.13%
Max drawdown
-16.42%
Sharpe
0.86
Sortino
0.92
Calmar
0.55
Win months
55.56%
Best / worst month
7.8% / -6.8%
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 | 1.14% | 0.61% | -4.82% | 5.24% | -0.46% | 1.87% | 2.19% | -2.40% | – | – | – | – | 3.08% |
2025 | -6.38% | -6.84% | 1.94% | 2.21% | 5.19% | 1.83% | -0.16% | -2.39% | 0.24% | 3.34% | -1.66% | -0.76% | -4.10% |
2024 | -0.27% | 2.32% | -1.69% | 2.61% | 3.77% | 7.76% | 6.07% | -0.44% | -1.28% | -1.73% | -2.54% | 1.80% | 17.00% |
2023 | -0.95% | 1.33% | -2.45% | 3.78% | 2.99% | 3.20% | 2.46% | 1.64% | -0.62% | -2.10% | 3.71% | 5.24% | 19.43% |
2022 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 16.42% | 25 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.71% | 2 mo |
| Mar_2023 | Mar_2023 | Apr_2023 | 2.45% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.69% | 1 mo |
| Jan_2023 | Jan_2023 | Feb_2023 | 0.95% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
10.64%
Downside deviation
9.79%