Know Your PMS · Monthly tearsheet
MODERATE COMPOUNDERS
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_202659 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
11.67%
Total return
72.06%
Max drawdown
-27.59%
Sharpe
0.74
Sortino
0.67
Calmar
0.42
Win months
62.71%
Best / worst month
14.3% / -12.1%
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 | -3.48% | 0.64% | -12.10% | 14.25% | 0.95% | 3.19% | 0.63% | 2.75% | 0.47% | – | – | – | 5.57% |
2025 | -7.08% | -11.71% | 6.61% | 3.19% | 7.67% | 3.91% | -4.81% | -2.10% | -0.23% | 2.60% | -2.57% | -1.44% | -7.50% |
2024 | 2.08% | 0.27% | -0.47% | 4.47% | 6.40% | 7.71% | 2.62% | 2.44% | 2.15% | -5.15% | -1.92% | -1.45% | 20.08% |
2023 | -0.84% | -4.43% | -1.67% | 3.63% | 4.29% | 7.28% | 5.21% | 7.43% | 0.38% | -3.41% | 7.30% | 4.95% | 33.33% |
2022 | 1.68% | -7.27% | 2.03% | 1.37% | -4.39% | -3.35% | 7.62% | 4.60% | -0.31% | 3.03% | 6.44% | -4.30% | 6.13% |
2021 | – | – | – | – | – | – | – | – | – | – | 0.01% | 3.69% | 3.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 27.59% | 24 mo · open |
| Feb_2022 | Jun_2022 | Oct_2022 | 11.37% | 8 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 10.82% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.41% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
16.78%
Downside deviation
17.34%