Know Your PMS · Monthly tearsheet
INDIA GROWTH 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_202635 months filedBM: S and P BSE 500 TRBM: BenchmarkBM: BSE500TRI
CAGR
20.09%
Total return
70.57%
Max drawdown
-26.42%
Sharpe
0.94
Sortino
0.73
Calmar
0.76
Win months
74.29%
Best / worst month
18.4% / -14.9%
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 | -3.16% | 4.16% | -9.36% | 18.44% | 1.94% | 4.58% | 1.02% | 6.28% | -4.30% | – | – | – | 18.61% |
2025 | -14.94% | -12.49% | 7.67% | 1.76% | 8.63% | 3.56% | 0.17% | -6.88% | 1.42% | 4.95% | 1.59% | -2.08% | -9.38% |
2024 | 4.98% | 0.82% | -2.20% | 6.73% | 0.98% | 9.07% | 4.93% | 5.48% | 5.69% | -3.77% | 0.85% | 1.85% | 40.69% |
2023 | – | – | – | – | – | – | – | – | – | – | 9.15% | 3.34% | 12.80% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 26.43% | 20 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.30% | 1 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.20% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
21.91%
Downside deviation
27.47%