Know Your PMS · Monthly tearsheet
KARMA CAPITAL KWB SELECT PMS
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 Sep_202619 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
11.95%
Total return
19.58%
Max drawdown
-20.67%
Sharpe
0.70
Sortino
0.60
Calmar
0.58
Win months
63.16%
Best / worst month
10.9% / -12.9%
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 | -6.75% | -0.85% | -12.90% | 10.94% | 2.95% | 1.30% | 1.98% | 4.25% | -2.82% | – | – | – | -3.74% |
2025 | – | – | 7.29% | 4.05% | 7.42% | 4.25% | -2.60% | -1.01% | 0.77% | 3.24% | 0.56% | -1.49% | 24.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 20.67% | 10 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.58% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
18.03%
Downside deviation
19.88%