Know Your PMS · Monthly tearsheet
Mojo Soul
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_202643 months filedBM: BSE500TRIBM: BenchmarkBM: S and PBSE500
CAGR
5.12%
Total return
19.61%
Max drawdown
-22.94%
Sharpe
0.39
Sortino
0.26
Calmar
0.22
Win months
58.14%
Best / worst month
13.0% / -11.8%
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 | 0.33% | 2.57% | -11.76% | 13.01% | -0.05% | 3.51% | -1.32% | 3.13% | -2.51% | – | – | – | 5.34% |
2025 | -9.94% | -10.20% | 7.27% | 4.95% | 0.94% | 0.52% | -1.40% | -4.17% | -1.66% | 3.33% | 1.02% | -1.09% | -11.37% |
2024 | 6.47% | -1.88% | -4.03% | 8.57% | 3.51% | 2.11% | 1.10% | 0.84% | 2.74% | -5.65% | 0.62% | 0.86% | 15.39% |
2023 | – | – | 0.00% | 0.00% | 0.00% | 0.00% | 3.74% | 3.08% | 2.26% | -4.38% | 2.27% | 3.84% | 11.04% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 22.94% | 24 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.83% | 2 mo |
| Oct_2023 | Oct_2023 | Dec_2023 | 4.38% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
15.95%
Downside deviation
19.49%