Know Your PMS · Monthly tearsheet
Investment Approach 1
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 Dec_20232 months filed
CAGR
Needs 12 months
Total return
12.97%
Max drawdown
Needs 3 months
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
8.3% / 4.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | – | – | – | – | – | – | – | – | – | – | 8.35% | 4.26% | 12.97% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
0 mo
Ann. volatility
7.08%
Downside deviation
0.00%