Know Your PMS · Monthly tearsheet

MICROCAP MULTIFACTOR 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_202620 months filedBM: S and P BSE 500 TRBM: BSE500TRIBM: Benchmark
Strategy page
CAGR
7.98%
Total return
13.65%
Max drawdown
-18.52%
Sharpe
0.45
Sortino
0.40
Calmar
0.43
Win months
55.00%
Best / worst month
15.5% / -10.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-7.08%2.73%-10.01%15.46%-1.05%4.68%2.30%3.76%-0.35%–––8.67%
2025
–-10.38%8.40%-2.87%12.04%4.29%-1.18%-3.53%1.05%1.10%-3.49%0.92%4.59%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jul_2025Mar_2026Aug_202618.52%13 mo
Feb_2025Feb_2025May_202510.38%3 mo
Sep_2026Sep_2026Ongoing0.35%1 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
21.97%
Downside deviation
19.78%