Know Your PMS · Monthly tearsheet
CCP
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_202668 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
6.30%
Total return
41.40%
Max drawdown
-23.39%
Sharpe
0.46
Sortino
0.40
Calmar
0.27
Win months
57.35%
Best / worst month
14.4% / -11.9%
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 | -6.68% | 2.68% | -11.88% | 10.32% | 4.00% | 2.42% | 4.02% | 1.10% | -6.59% | – | – | – | -2.53% |
2025 | -2.63% | -6.95% | 6.82% | 3.44% | 3.34% | 4.87% | -5.61% | -0.50% | -1.00% | 3.12% | 0.03% | -1.52% | 2.47% |
2024 | -5.31% | 0.37% | 1.88% | 2.22% | -0.77% | 8.48% | 2.02% | 2.95% | 4.50% | -5.55% | -4.63% | -1.71% | 3.53% |
2023 | -5.73% | -2.26% | -1.54% | 6.67% | 5.07% | 4.56% | 0.79% | -1.34% | 2.00% | -2.49% | 6.41% | 3.60% | 15.92% |
2022 | -4.74% | -2.99% | 0.69% | -0.15% | -6.62% | -6.56% | 14.42% | 4.79% | -3.10% | 0.31% | 0.21% | -3.71% | -8.83% |
2021 | – | 2.50% | 2.40% | -0.11% | 8.56% | 1.92% | 2.27% | 7.68% | 1.18% | -0.86% | -1.09% | 2.09% | 29.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 23.39% | 24 mo · open |
| Jan_2022 | Jun_2022 | Nov_2023 | 18.93% | 22 mo |
| Jan_2024 | Jan_2024 | Jun_2024 | 5.31% | 5 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 1.94% | 2 mo |
| Apr_2021 | Apr_2021 | May_2021 | 0.11% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
16.15%
Downside deviation
15.69%