Know Your PMS · Monthly tearsheet
LGT Curate
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 Mar_20267 months filed
CAGR
Needs 12 months
Total return
-3.84%
Max drawdown
-5.70%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
42.86%
Best / worst month
1.5% / -4.5%
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 | -1.15% | 0.29% | -4.46% | – | – | – | – | – | – | – | – | – | -5.28% |
2025 | – | – | – | – | – | – | – | – | 0.00% | 1.47% | 0.50% | -0.44% | 1.53% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 5.70% | 4 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
6.12%
Downside deviation
9.25%