Know Your PMS · Monthly tearsheet
Nuvama Equities eXpansion Target (NEXT) 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 Aug_202636 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
16.19%
Total return
56.84%
Max drawdown
-26.41%
Sharpe
0.73
Sortino
0.78
Calmar
0.61
Win months
55.56%
Best / worst month
21.6% / -15.7%
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 | -5.39% | 3.40% | -12.08% | 21.65% | 3.35% | 5.45% | -0.69% | 2.94% | – | – | – | – | 16.57% |
2025 | -6.84% | -15.66% | 6.92% | -0.91% | 12.12% | 2.84% | -1.82% | -4.04% | 0.67% | 6.19% | -3.56% | -4.43% | -10.90% |
2024 | 4.04% | -0.12% | -3.37% | 8.53% | -6.02% | 12.99% | 6.49% | 5.82% | 2.39% | -2.99% | 0.98% | -1.97% | 28.22% |
2023 | – | – | – | – | – | – | – | 4.12% | -0.03% | – | 12.00% | 1.02% | 17.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 26.41% | 23 mo · open |
| May_2024 | May_2024 | Jun_2024 | 6.02% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.49% | 2 mo |
| Sep_2023 | Sep_2023 | Nov_2023 | 0.03% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
24.32%
Downside deviation
20.87%