Know Your PMS · Monthly tearsheet
INNOVATIVE BUSINESS
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: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
16.22%
Total return
131.42%
Max drawdown
-25.23%
Sharpe
1.10
Sortino
1.10
Calmar
0.64
Win months
65.67%
Best / worst month
15.5% / -12.3%
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 | -5.05% | 1.12% | -12.28% | 15.52% | 1.41% | 2.21% | 2.31% | 2.10% | – | – | – | – | 5.34% |
2025 | -10.96% | -5.60% | 5.46% | 4.86% | 5.59% | 3.75% | -0.32% | 1.40% | -0.08% | -2.13% | -2.48% | -2.51% | -4.31% |
2024 | 5.86% | 8.28% | -0.18% | 2.23% | 1.10% | 8.69% | 4.79% | 4.73% | 2.40% | -4.58% | -3.77% | 1.04% | 34.01% |
2023 | -1.17% | 1.20% | 0.87% | 3.73% | 3.54% | 4.49% | 4.35% | -0.68% | 3.43% | -1.14% | 7.12% | 4.73% | 34.60% |
2022 | -2.57% | -3.59% | 1.01% | 1.59% | -0.41% | -0.69% | 6.10% | 3.54% | -0.07% | 0.57% | 1.06% | -0.54% | 5.79% |
2021 | – | 6.55% | 2.79% | -0.28% | 3.04% | 2.17% | 2.90% | 2.35% | 1.29% | 0.45% | -3.84% | 1.54% | 20.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 25.23% | 23 mo · open |
| Nov_2021 | Feb_2022 | Aug_2022 | 8.28% | 9 mo |
| Dec_2022 | Jan_2023 | Mar_2023 | 1.70% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.14% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 0.68% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.56%
Downside deviation
14.78%