Know Your PMS · Monthly tearsheet
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 Nov_20254 months filedBM: Benchmark
CAGR
Needs 12 months
Total return
5.60%
Max drawdown
-1.80%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
5.4% / -1.8%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | – | – | – | – | – | – | – | 0.00% | 5.40% | 2.03% | -1.80% | – | 5.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Nov_2025 | Ongoing | 1.80% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
9.26%
Downside deviation
6.24%