Know Your PMS · Monthly tearsheet
ASTEYA SMALL and MICRO CAP FUND - 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 Aug_20265 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
7.98%
Max drawdown
-0.47%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
60.00%
Best / worst month
5.7% / -0.5%
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 | – | – | – | 0.00% | -0.47% | 5.67% | 1.33% | 1.32% | – | – | – | – | 7.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2026 | May_2026 | Jun_2026 | 0.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
7.52%
Downside deviation
1.63%