Know Your PMS · Monthly tearsheet
LARGE MIDCAP
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_202620 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
8.34%
Total return
14.28%
Max drawdown
-18.67%
Sharpe
0.51
Sortino
0.41
Calmar
0.45
Win months
60.00%
Best / worst month
12.8% / -13.7%
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 | -2.69% | -2.36% | -13.68% | 12.82% | 4.58% | 3.73% | 2.18% | 1.12% | -5.43% | – | – | – | -1.92% |
2025 | – | -5.21% | 4.61% | 5.36% | 3.86% | 5.40% | -3.06% | -2.26% | 1.05% | 5.58% | 1.63% | -0.83% | 16.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 18.67% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.43% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 5.25% | 3 mo |
| Feb_2025 | Feb_2025 | Apr_2025 | 5.21% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
18.85%
Downside deviation
20.19%