Know Your PMS · Monthly tearsheet
STP
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: BenchmarkBM: CRISILCOMPOSITEBONDBM: CRISILCBFI
CAGR
2.53%
Total return
15.18%
Max drawdown
-0.39%
Sharpe
Not reported
Sortino
2.88
Calmar
6.48
Win months
79.41%
Best / worst month
0.6% / -0.4%
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 | 0.38% | 0.31% | 0.28% | 0.34% | 0.24% | 0.38% | 0.43% | 0.31% | 0.32% | – | – | – | 3.03% |
2025 | 0.41% | 0.38% | 0.37% | 0.37% | 0.33% | 0.33% | 0.28% | 0.36% | 0.33% | 0.38% | 0.29% | 0.33% | 4.24% |
2024 | 0.43% | 0.45% | -0.29% | 0.32% | 0.27% | -0.18% | 0.45% | 0.33% | 0.12% | 0.59% | 0.38% | 0.43% | 3.35% |
2023 | 0.34% | 0.30% | -0.39% | 0.46% | 0.35% | -0.16% | 0.46% | 0.36% | -0.24% | 0.45% | 0.45% | -0.20% | 2.20% |
2022 | 0.27% | 0.19% | -0.30% | 0.27% | 0.24% | -0.21% | 0.40% | 0.30% | -0.13% | 0.25% | 0.10% | -0.27% | 1.11% |
2021 | – | 0.19% | -0.20% | 0.22% | 0.18% | -0.37% | 0.19% | 0.21% | -0.21% | 0.26% | 0.21% | -0.25% | 0.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2023 | Mar_2023 | Apr_2023 | 0.39% | 1 mo |
| Jun_2021 | Jun_2021 | Aug_2021 | 0.37% | 2 mo |
| Mar_2022 | Mar_2022 | May_2022 | 0.30% | 2 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.29% | 1 mo |
| Dec_2022 | Dec_2022 | Jan_2023 | 0.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
27 mo
Longest loss streak
1 mo
Ann. volatility
0.86%
Downside deviation
0.88%