Know Your PMS · Monthly tearsheet
PLATINA 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_202616 months filed
CAGR
-7.11%
Total return
-9.37%
Max drawdown
-14.78%
Sharpe
-0.40
Sortino
-0.37
Calmar
-0.48
Win months
50.00%
Best / worst month
5.4% / -11.3%
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 | -3.30% | 1.40% | -11.32% | – | – | – | – | – | – | – | – | – | -13.05% |
2025 | -5.34% | -5.49% | 5.44% | 3.27% | 4.47% | 3.53% | -2.24% | -1.87% | 0.55% | 3.80% | 0.82% | -2.00% | 4.23% |
2024 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 14.79% | 4 mo · open |
| Jan_2025 | Feb_2025 | May_2025 | 10.54% | 4 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.07% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
14.90%
Downside deviation
18.98%