Know Your PMS · Monthly tearsheet
India Growth
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_202642 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
12.16%
Total return
49.43%
Max drawdown
-18.04%
Sharpe
0.74
Sortino
0.74
Calmar
0.67
Win months
61.90%
Best / worst month
17.9% / -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 | -6.10% | 2.67% | -12.32% | 17.93% | 4.31% | 3.39% | 4.86% | -5.12% | -4.93% | – | – | – | 1.69% |
2025 | -2.64% | -7.44% | 5.79% | 1.98% | 2.87% | 1.93% | -1.78% | -3.31% | 2.86% | 4.78% | 0.26% | -1.21% | 3.35% |
2024 | -2.29% | -0.23% | 0.75% | 3.24% | -3.59% | 4.83% | 5.83% | 0.95% | 1.45% | -0.98% | -2.58% | -2.74% | 4.21% |
2023 | – | – | – | 10.15% | 7.69% | 3.01% | 2.42% | 0.40% | 2.61% | -3.13% | 3.28% | 5.78% | 36.44% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | May_2026 | 18.04% | 19 mo |
| Aug_2026 | Sep_2026 | Ongoing | 9.80% | 2 mo · open |
| May_2024 | May_2024 | Jun_2024 | 3.59% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.13% | 1 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 2.51% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
17.51%
Downside deviation
16.44%