Know Your PMS · Monthly tearsheet
DPMS Ultima Select
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_202629 months filed
CAGR
6.23%
Total return
15.74%
Max drawdown
-13.52%
Sharpe
0.55
Sortino
0.42
Calmar
0.46
Win months
62.07%
Best / worst month
5.8% / -11.2%
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 | -2.47% | -0.06% | -11.22% | – | – | – | – | – | – | – | – | – | -13.46% |
2025 | -0.63% | -5.68% | 5.75% | 3.06% | 1.99% | 3.00% | -3.22% | -0.11% | 0.82% | 4.61% | 1.64% | -0.06% | 11.14% |
2024 | 0.60% | 1.34% | 1.95% | 1.70% | 0.38% | 3.60% | 2.83% | 1.98% | 2.26% | -5.28% | -0.21% | -1.77% | 9.45% |
2023 | – | – | – | – | – | – | – | – | – | – | 4.72% | 5.00% | 9.96% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 13.52% | 4 mo · open |
| Oct_2024 | Feb_2025 | Oct_2025 | 12.98% | 12 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
12.26%
Downside deviation
14.99%