Know Your PMS · Monthly tearsheet
SMALL 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_202634 months filedBM: Nifty 50 TRIBM: BSE500TRIBM: NIFTY50TRIBM: Benchmark
CAGR
18.55%
Total return
61.95%
Max drawdown
-44.46%
Sharpe
0.59
Sortino
0.60
Calmar
0.42
Win months
47.06%
Best / worst month
44.4% / -22.1%
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 | 1.24% | -0.30% | -22.08% | 44.39% | 5.96% | 14.54% | -4.62% | 7.59% | -4.31% | – | – | – | 35.34% |
2025 | -8.66% | -17.81% | 6.67% | 4.90% | 16.49% | 5.73% | -2.88% | -8.87% | 7.07% | -1.04% | -10.72% | -9.49% | -21.60% |
2024 | 9.50% | 0.72% | -5.26% | 15.28% | -9.54% | 19.22% | 24.40% | 4.85% | -2.76% | -3.99% | -1.32% | -2.23% | 52.62% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 44.46% | 25 mo · open |
| May_2024 | May_2024 | Jun_2024 | 9.54% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 5.26% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
42.92%
Downside deviation
31.00%