Know Your PMS · Monthly tearsheet
AURUM SMALL CAP PLUS
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 TRIBM: BSE500TRIBM: Benchmark
CAGR
18.00%
Total return
155.50%
Max drawdown
-31.27%
Sharpe
0.73
Sortino
0.74
Calmar
0.58
Win months
55.88%
Best / worst month
22.3% / -20.7%
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 | -6.72% | -6.27% | -10.72% | 22.05% | 2.94% | 12.38% | 3.97% | -6.26% | -3.39% | – | – | – | 3.77% |
2025 | -11.24% | -12.46% | 6.89% | 3.37% | 13.94% | 0.46% | -1.59% | -3.42% | -2.01% | 4.25% | -3.79% | -3.92% | -11.80% |
2024 | 8.10% | 0.17% | -3.15% | 7.74% | -1.02% | 9.14% | -0.66% | 5.60% | -2.54% | -1.14% | 1.34% | 2.24% | 27.82% |
2023 | -0.45% | 2.77% | -2.49% | 7.44% | 18.55% | 7.74% | 7.40% | 4.61% | -20.66% | 4.45% | 6.48% | 4.90% | 42.37% |
2022 | 3.18% | -11.50% | 17.28% | -5.70% | -10.52% | -3.57% | 7.22% | 6.29% | -5.53% | -3.07% | 4.99% | -3.58% | -7.94% |
2021 | – | 15.55% | 22.30% | 2.91% | 10.76% | 2.54% | 4.06% | -9.56% | 7.03% | -2.68% | -1.25% | 4.22% | 66.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Jul_2026 | 31.27% | 22 mo |
| Sep_2023 | Sep_2023 | Jan_2024 | 20.66% | 4 mo |
| Apr_2022 | Jun_2022 | May_2023 | 18.63% | 13 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 11.50% | 1 mo |
| Aug_2021 | Aug_2021 | Jan_2022 | 9.56% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
28.07%
Downside deviation
24.27%