Know Your PMS · Monthly tearsheet
Demeter
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_202668 months filedBM: CRISIL – Aggressive Credit Debt Term IndexBM: BenchmarkBM: CRISIL–AggressiveCreditDebtTermIndex
CAGR
7.11%
Total return
47.57%
Max drawdown
-31.53%
Sharpe
0.41
Sortino
0.11
Calmar
0.23
Win months
95.59%
Best / worst month
42.3% / -31.5%
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 | 1.49% | 0.27% | 0.46% | 0.46% | -0.29% | 0.38% | 1.60% | 0.18% | 0.13% | – | – | – | 4.76% |
2025 | 0.50% | 0.44% | 0.68% | 0.59% | 0.53% | 0.43% | 0.37% | 0.32% | 0.38% | 0.39% | 0.39% | -2.01% | 3.02% |
2024 | 0.57% | 0.56% | 1.62% | 0.53% | 0.59% | 0.65% | 0.64% | 0.54% | 0.83% | 0.57% | 0.47% | 0.96% | 8.87% |
2023 | 0.60% | 0.53% | 0.22% | -31.53% | 42.33% | 1.83% | 0.60% | 0.63% | 0.58% | 0.55% | 0.59% | 1.70% | 5.35% |
2022 | 0.57% | 0.71% | 0.71% | 0.88% | 0.43% | 0.48% | 0.66% | 0.64% | 0.63% | 0.65% | 0.61% | 0.65% | 7.89% |
2021 | – | 0.97% | 1.06% | 0.95% | 0.95% | 0.92% | 0.91% | 0.91% | 0.88% | 0.62% | 0.80% | 1.06% | 10.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2023 | Apr_2023 | Aug_2023 | 31.53% | 4 mo |
| Dec_2025 | Dec_2025 | Mar_2026 | 2.01% | 3 mo |
| May_2026 | May_2026 | Jun_2026 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
31 mo
Longest loss streak
1 mo
Ann. volatility
22.18%
Downside deviation
63.19%