Know Your PMS · Monthly tearsheet
Reverse Research
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_202652 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
11.96%
Total return
63.17%
Max drawdown
-25.56%
Sharpe
0.68
Sortino
0.52
Calmar
0.47
Win months
67.31%
Best / worst month
15.8% / -13.9%
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 | -8.02% | 3.00% | -8.39% | 15.79% | 4.33% | 8.37% | 0.70% | 8.59% | 0.66% | – | – | – | 25.07% |
2025 | -13.95% | -13.49% | 7.07% | -3.35% | 7.84% | 2.69% | 0.39% | 0.79% | 0.53% | 6.51% | -0.59% | -1.38% | -9.39% |
2024 | – | – | – | – | – | – | – | 3.04% | 1.72% | -3.34% | 2.24% | 3.88% | 7.60% |
2023 | -1.12% | 0.15% | 1.22% | 3.80% | – | – | – | – | – | – | – | – | 4.05% |
2022 | -2.36% | -8.18% | 5.04% | -1.03% | -10.58% | -3.80% | 5.92% | 3.07% | 1.87% | 0.99% | 0.78% | -1.58% | -10.68% |
2021 | – | 9.10% | -0.45% | 5.47% | – | 7.55% | 7.29% | 3.28% | 0.70% | -1.27% | 1.40% | 4.63% | 44.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Feb_2025 | Jun_2026 | 25.56% | 38 mo |
| Oct_2021 | Oct_2021 | Nov_2021 | 1.27% | 1 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 0.45% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
19.47%
Downside deviation
22.88%