Know Your PMS · Monthly tearsheet

SEVEN ISLANDS MULTICAP FUND

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 May_202643 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
Strategy page
CAGR
20.47%
Total return
94.92%
Max drawdown
-28.51%
Sharpe
0.89
Sortino
0.86
Calmar
0.72
Win months
58.14%
Best / worst month
24.3% / -19.3%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-8.07%-5.01%-10.58%24.34%3.88%–––––––0.86%
2025
-6.77%-19.25%7.35%1.07%7.53%6.06%-2.48%-3.59%3.23%4.28%-2.25%1.93%-6.06%
2024
8.13%1.07%-4.66%10.78%-0.72%10.30%8.87%2.62%-1.63%-4.96%3.24%0.97%37.62%
2023
0.00%-0.72%-0.99%5.52%4.08%8.63%8.60%6.33%1.14%-2.60%6.37%5.35%49.49%
2022
––––––––––0.00%0.00%0.00%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Sep_2024Mar_2026Ongoing28.51%21 mo · open
Mar_2024Mar_2024Apr_20244.66%1 mo
Oct_2023Oct_2023Nov_20232.60%1 mo
Feb_2023Mar_2023Apr_20231.70%2 mo
May_2024May_2024Jun_20240.72%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
23.87%
Downside deviation
23.67%