Know Your PMS · Monthly tearsheet
Tactical Asset Allocation Plan TAAP
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_202641 months filedBM: BSE500TRIBM: BenchmarkBM: S and PBSE500TRI
CAGR
18.35%
Total return
77.82%
Max drawdown
-17.06%
Sharpe
1.26
Sortino
1.30
Calmar
1.08
Win months
68.29%
Best / worst month
10.1% / -9.4%
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 | -3.87% | -1.14% | -9.42% | 9.51% | 1.04% | 2.35% | 2.37% | 5.69% | – | – | – | – | 5.48% |
2025 | -4.05% | -6.61% | 5.19% | 3.22% | 4.89% | 3.05% | -0.60% | 0.53% | 0.23% | 5.29% | 0.04% | -0.57% | 10.31% |
2024 | 2.94% | 2.11% | 0.35% | 4.11% | -0.24% | 5.60% | 2.23% | -2.03% | 1.15% | -5.60% | 1.34% | -2.36% | 9.47% |
2023 | – | – | – | 4.10% | 2.78% | 6.00% | 4.67% | -0.92% | 2.94% | -2.60% | 7.53% | 10.09% | 39.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Oct_2025 | 17.06% | 14 mo |
| Dec_2025 | Mar_2026 | Aug_2026 | 14.41% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.60% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 0.92% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.24% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.06%
Downside deviation
14.07%