Know Your PMS · Monthly tearsheet
Growth plus Value Investing
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_202640 months filedBM: BenchmarkBM: BSE500TRI
CAGR
14.21%
Total return
55.73%
Max drawdown
-18.76%
Sharpe
0.84
Sortino
0.89
Calmar
0.76
Win months
55.00%
Best / worst month
13.9% / -13.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -3.91% | 0.39% | -13.46% | 13.87% | -2.39% | 6.10% | 4.25% | -1.01% | – | – | – | – | 1.59% |
2025 | -5.15% | -9.05% | 7.09% | 4.17% | 7.41% | 2.91% | -2.42% | -3.65% | 0.87% | 5.40% | -0.55% | -2.10% | 3.52% |
2024 | 1.04% | 1.83% | -1.92% | 4.92% | -0.88% | 7.63% | 2.58% | -0.15% | -0.31% | -6.31% | -1.61% | 3.12% | 9.64% |
2023 | – | – | – | 5.71% | 6.12% | 5.03% | 7.33% | 2.50% | -0.82% | -0.44% | – | 5.52% | 35.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 18.76% | 14 mo · open |
| Aug_2024 | Feb_2025 | Jun_2025 | 18.37% | 10 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.92% | 1 mo |
| Sep_2023 | Oct_2023 | Dec_2023 | 1.26% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 0.88% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
17.49%
Downside deviation
15.99%