Know Your PMS · Monthly tearsheet

Deep Value Portfolio

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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
Strategy page
CAGR
4.24%
Total return
26.07%
Max drawdown
0.00%
Sharpe
0.98
Sortino
Not reported
Calmar
Not reported
Win months
19.40%
Best / worst month
5.4% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%––––0.00%
2025
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
2024
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
2023
5.01%0.00%0.00%0.00%5.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%10.30%
2022
0.00%0.00%0.00%0.00%0.00%0.00%5.13%0.00%0.00%0.00%0.00%0.00%5.13%
2021
–0.06%0.08%5.38%0.07%0.07%0.07%0.07%0.07%0.06%2.60%0.00%8.72%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
10 mo
Longest loss streak
0 mo
Ann. volatility
4.32%
Downside deviation
0.00%