Know Your PMS · Monthly tearsheet
MQP
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_202647 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
10.76%
Total return
49.23%
Max drawdown
-18.80%
Sharpe
0.75
Sortino
0.75
Calmar
0.57
Win months
57.45%
Best / worst month
9.9% / -10.8%
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 | -3.64% | -1.30% | -10.82% | 8.59% | 2.15% | 4.56% | 3.04% | 0.25% | -5.19% | – | – | – | -3.66% |
2025 | -5.21% | -8.89% | 6.53% | 2.91% | 3.91% | 3.15% | -0.07% | -2.18% | -1.74% | 3.51% | 0.21% | -1.48% | -0.39% |
2024 | 1.37% | 2.24% | -1.51% | 0.98% | 1.66% | 8.85% | 6.70% | 5.63% | 0.54% | -3.16% | 0.33% | -1.08% | 24.22% |
2023 | -1.86% | -0.72% | -2.77% | 4.39% | 5.97% | 1.44% | 9.90% | 2.04% | -0.03% | -3.09% | 6.34% | 5.75% | 29.88% |
2022 | – | – | – | – | – | – | – | – | – | – | 0.00% | -3.62% | -3.62% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 18.80% | 24 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 8.69% | 5 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.12% | 2 mo |
| Mar_2024 | Mar_2024 | May_2024 | 1.51% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.96%
Downside deviation
14.28%