Know Your PMS · Monthly tearsheet
Master Trust India Growth Investment approach
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: BenchmarkBM: BSE500TRIBM: S and P BSE 500 TRI
CAGR
9.21%
Total return
25.57%
Max drawdown
-22.53%
Sharpe
0.53
Sortino
0.54
Calmar
0.41
Win months
48.39%
Best / worst month
14.4% / -11.6%
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 | -7.54% | 1.80% | -8.70% | 14.42% | 3.06% | 4.24% | -1.27% | 5.45% | -0.91% | – | – | – | 8.97% |
2025 | -7.88% | -11.56% | 7.41% | 5.14% | 13.31% | 4.50% | -0.71% | -3.37% | -1.55% | 3.46% | -2.02% | -0.42% | 3.88% |
2024 | – | – | -2.11% | 8.57% | -3.49% | 8.58% | 2.86% | 1.73% | 0.10% | -4.17% | -0.49% | -0.28% | 10.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 22.53% | 8 mo |
| Jul_2025 | Mar_2026 | Jun_2026 | 18.06% | 11 mo |
| May_2024 | May_2024 | Jun_2024 | 3.49% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.11% | 1 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
20.40%
Downside deviation
16.96%