Know Your PMS · Monthly tearsheet
BLEND
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_202626 months filedBM: Nifty 50 TRIBM: BSE500TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
-3.50%
Total return
-7.43%
Max drawdown
-33.55%
Sharpe
-0.01
Sortino
-0.16
Calmar
-0.10
Win months
42.31%
Best / worst month
25.1% / -16.3%
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 | -2.96% | 0.07% | -16.34% | 25.12% | 4.21% | 8.17% | -1.30% | 3.90% | -3.68% | – | – | – | 13.18% |
2025 | -6.73% | -10.85% | 2.49% | 6.66% | 8.93% | 5.41% | -2.96% | -6.85% | 2.91% | 2.13% | -2.47% | -4.30% | -7.45% |
2024 | – | – | – | – | – | – | – | 0.00% | -1.56% | -5.89% | -2.31% | -2.35% | -11.62% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 33.55% | 25 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
26.18%
Downside deviation
22.34%