Know Your PMS · Monthly tearsheet
ULTIMA SELECT - Equities DPMS
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 Sep_20266 months filed
CAGR
Needs 12 months
Total return
2.86%
Max drawdown
-7.50%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
7.8% / -6.5%
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 | – | – | – | 7.80% | -0.87% | 0.80% | 3.23% | -1.06% | -6.51% | – | – | – | 2.86% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2026 | Sep_2026 | Ongoing | 7.50% | 2 mo · open |
| May_2026 | May_2026 | Jul_2026 | 0.87% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
15.12%
Downside deviation
13.31%