Know Your PMS · Monthly tearsheet
BHARAT 5T
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 Feb_20232 months filed
CAGR
Needs 12 months
Total return
-4.95%
Max drawdown
Needs 3 months
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
0.00%
Best / worst month
-1.5% / -3.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -3.51% | -1.49% | – | – | – | – | – | – | – | – | – | – | -4.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2023 | Feb_2023 | Ongoing | 4.95% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
0 mo
Longest loss streak
2 mo
Ann. volatility
3.50%
Downside deviation
9.34%