Know Your PMS · Monthly tearsheet
HOCKEY STICK LARGE CAP STRATEGY
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_202633 months filedBM: S and P BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
16.76%
Total return
53.12%
Max drawdown
-21.89%
Sharpe
0.90
Sortino
0.88
Calmar
0.77
Win months
60.61%
Best / worst month
11.2% / -10.8%
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 | -1.11% | -0.29% | -10.06% | 8.61% | 4.08% | -1.91% | 5.95% | 0.37% | -8.75% | – | – | – | -4.58% |
2025 | -1.75% | -10.76% | 10.61% | 4.71% | 5.92% | 4.41% | -5.07% | -2.02% | 5.64% | 6.17% | 2.55% | 1.86% | 22.38% |
2024 | 5.10% | 4.03% | 2.55% | 5.50% | 3.91% | 11.16% | 6.95% | 0.73% | -0.38% | -7.34% | -1.17% | -2.35% | 31.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Jun_2025 | 21.89% | 9 mo |
| Jan_2026 | Mar_2026 | May_2026 | 11.32% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 8.75% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 6.99% | 3 mo |
| Jun_2026 | Jun_2026 | Jul_2026 | 1.91% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
6 mo
Ann. volatility
18.93%
Downside deviation
19.03%