Know Your PMS · Monthly tearsheet
NMR GROWTH 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_202618 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
26.91%
Total return
42.98%
Max drawdown
-27.05%
Sharpe
0.92
Sortino
1.23
Calmar
0.99
Win months
55.56%
Best / worst month
25.4% / -12.3%
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 | -11.52% | 4.20% | -12.28% | 25.36% | 9.79% | 7.23% | 2.08% | 5.30% | 3.47% | – | – | – | 32.75% |
2025 | – | – | – | -0.25% | 15.34% | 3.78% | -0.85% | -2.89% | -2.16% | 2.76% | -3.51% | -3.43% | 7.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | May_2026 | 27.05% | 10 mo |
| Apr_2025 | Apr_2025 | May_2025 | 0.25% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
29.80%
Downside deviation
21.96%