Know Your PMS · Monthly tearsheet
HIGH GROWTH FUND
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_202667 months filedBM: BSE500TRIBM: BenchmarkBM: BSE 500 TRI
CAGR
17.55%
Total return
146.63%
Max drawdown
-25.53%
Sharpe
1.01
Sortino
1.10
Calmar
0.69
Win months
59.70%
Best / worst month
11.9% / -11.4%
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 | 1.18% | 1.18% | -8.03% | 8.15% | -0.87% | 3.17% | 2.77% | -3.46% | – | – | – | – | 3.32% |
2025 | -9.73% | -11.41% | 3.47% | 3.63% | 7.94% | 2.71% | -0.92% | -3.50% | 0.07% | 5.02% | -2.77% | -1.28% | -8.31% |
2024 | -0.92% | 3.19% | -2.85% | 4.31% | 5.95% | 11.86% | 8.94% | -0.84% | -2.01% | -2.50% | -3.96% | 2.35% | 24.57% |
2023 | -1.60% | 1.94% | -4.30% | 5.94% | 4.41% | 5.31% | 3.94% | 2.41% | -1.23% | -3.46% | 5.75% | 7.95% | 29.56% |
2022 | 0.42% | -11.07% | 9.67% | -3.03% | -2.73% | -2.61% | 5.30% | 4.64% | -1.28% | -4.29% | -1.14% | 0.55% | -6.89% |
2021 | – | 6.17% | 3.79% | 7.41% | 10.74% | 10.47% | 2.77% | 1.98% | 6.39% | 5.07% | -2.71% | 4.97% | 73.24% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 25.53% | 25 mo · open |
| Feb_2022 | Feb_2022 | Jun_2023 | 11.07% | 16 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.65% | 2 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.85% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 2.71% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
17.46%
Downside deviation
15.91%