Know Your PMS · Monthly tearsheet
MC-I
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_202631 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
3.14%
Total return
8.31%
Max drawdown
-23.86%
Sharpe
0.27
Sortino
0.19
Calmar
0.13
Win months
51.61%
Best / worst month
10.9% / -11.0%
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 | -4.77% | -2.09% | -11.02% | 10.86% | 3.02% | 3.92% | 3.36% | 1.65% | -5.53% | – | – | – | -2.27% |
2025 | -2.81% | -6.44% | 6.34% | 2.24% | 3.05% | 4.15% | -6.04% | -1.44% | -0.94% | 3.51% | 0.51% | -1.86% | -0.62% |
2024 | – | – | 0.00% | 3.22% | -0.94% | 9.08% | 2.51% | 1.44% | 4.12% | -6.13% | -1.56% | -0.07% | 11.51% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 23.86% | 24 mo · open |
| May_2024 | May_2024 | Jun_2024 | 0.94% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
16.07%
Downside deviation
16.36%