Know Your PMS · Monthly tearsheet
INCREDIBLE INDIA
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_202668 months filedBM: BSE-500 INDEXBM: BSE500INDEXBM: BSE500TRIBM: Benchmark
CAGR
22.29%
Total return
212.71%
Max drawdown
-23.97%
Sharpe
1.11
Sortino
1.43
Calmar
0.93
Win months
57.35%
Best / worst month
21.3% / -12.2%
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 | -5.02% | 3.78% | -9.15% | 21.28% | 4.30% | 3.08% | -1.29% | -1.94% | -0.77% | – | – | – | 12.15% |
2025 | -9.80% | -12.23% | 4.83% | 0.85% | 9.96% | 5.54% | -1.20% | -1.15% | -2.28% | 2.75% | -2.74% | -2.25% | -9.44% |
2024 | 10.05% | -1.32% | 0.00% | 10.31% | -0.05% | 7.50% | 7.50% | -0.53% | -1.94% | 1.41% | 2.56% | -3.96% | 34.81% |
2023 | -5.19% | -6.35% | 4.75% | 7.54% | 5.67% | 5.47% | 4.71% | 10.78% | -1.64% | 0.15% | 9.47% | 3.69% | 44.58% |
2022 | 1.88% | -3.01% | 7.12% | 1.62% | -5.42% | -3.78% | 10.53% | 11.72% | -2.11% | 1.62% | 1.18% | 1.10% | 23.00% |
2021 | – | 7.25% | -1.43% | 1.23% | 6.92% | 4.35% | 7.38% | -4.69% | 7.95% | -0.29% | -3.46% | 1.14% | 28.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Jun_2026 | 23.97% | 18 mo |
| Jan_2023 | Feb_2023 | Apr_2023 | 11.21% | 3 mo |
| May_2022 | Jun_2022 | Jul_2022 | 9.00% | 2 mo |
| Aug_2021 | Aug_2021 | Sep_2021 | 4.69% | 1 mo |
| Jul_2026 | Sep_2026 | Ongoing | 3.95% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
19.93%
Downside deviation
15.57%