Know Your PMS · Monthly tearsheet
Maxima
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
1.55%
Total return
3.78%
Max drawdown
-22.81%
Sharpe
0.17
Sortino
0.08
Calmar
0.07
Win months
62.07%
Best / worst month
10.8% / -11.7%
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 | -1.98% | 0.51% | -11.70% | – | – | – | – | – | – | – | – | – | -13.01% |
2025 | -5.02% | -10.06% | 6.10% | 1.20% | 3.50% | 1.67% | -3.22% | -2.56% | 1.65% | 4.09% | 1.01% | -0.33% | -3.04% |
2024 | 1.41% | -2.94% | 0.18% | 3.58% | 1.37% | 10.80% | 1.24% | 1.20% | 4.38% | -5.12% | -0.83% | -2.74% | 12.27% |
2023 | – | – | – | – | – | – | – | – | – | – | 6.64% | 2.77% | 9.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 22.81% | 18 mo · open |
| Feb_2024 | Feb_2024 | Apr_2024 | 2.94% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
15.85%
Downside deviation
18.90%