Know Your PMS · Monthly tearsheet
GROWTH
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_202663 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
25.85%
Total return
234.30%
Max drawdown
-23.55%
Sharpe
1.08
Sortino
1.21
Calmar
1.10
Win months
63.49%
Best / worst month
25.3% / -13.8%
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 | -12.96% | 2.60% | -8.60% | 25.31% | 1.75% | 0.51% | 3.45% | 7.84% | -1.96% | – | – | – | 14.41% |
2025 | -9.67% | -13.80% | -0.94% | -0.88% | 13.79% | 7.64% | 2.18% | -1.90% | 5.44% | 2.57% | -0.15% | 3.31% | 4.72% |
2024 | 16.33% | -6.19% | -7.72% | 9.94% | -2.90% | 7.74% | 6.13% | -2.46% | 1.95% | -2.84% | 3.32% | 1.24% | 24.23% |
2023 | -1.27% | -3.52% | -4.40% | 4.77% | 3.98% | 8.88% | 5.91% | 5.78% | 1.94% | 3.07% | 17.83% | -0.56% | 48.98% |
2022 | 0.78% | -10.38% | 5.81% | 4.96% | -6.29% | 2.25% | 13.31% | 7.74% | 3.64% | 5.68% | 3.64% | 1.52% | 35.21% |
2021 | – | – | – | – | – | – | 0.00% | -1.29% | 8.78% | 1.67% | -1.44% | 3.63% | 11.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Apr_2025 | Oct_2025 | 23.55% | 9 mo |
| Jan_2026 | Mar_2026 | Apr_2026 | 18.38% | 3 mo |
| Feb_2024 | Mar_2024 | Jul_2024 | 13.43% | 5 mo |
| Feb_2022 | Feb_2022 | Jul_2022 | 10.38% | 5 mo |
| Jan_2023 | Mar_2023 | Jun_2023 | 8.94% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
23.99%
Downside deviation
21.41%