Know Your PMS · Monthly tearsheet

Structured Product Series 6(SHR Lifestyle)

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 Jul_202666 months filedBM: NIFTY50(TRI)BM: NIFTY50TRIBM: Benchmark
Strategy page
CAGR
-1.28%
Total return
-6.81%
Max drawdown
-33.62%
Sharpe
0.04
Sortino
-0.06
Calmar
-0.04
Win months
13.64%
Best / worst month
41.7% / -29.5%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%-0.49%0.00%0.00%-0.50%0.00%–––––-0.99%
2025
0.00%0.00%-0.49%0.00%0.00%41.66%0.00%0.00%-0.50%0.00%0.00%-0.50%39.56%
2024
0.00%0.00%0.69%0.00%0.00%-0.49%0.00%1.19%-0.49%1.19%0.00%-0.50%1.58%
2023
0.00%-29.54%-0.56%0.00%0.00%-0.49%0.00%0.00%-0.49%0.01%0.01%-0.49%-30.95%
2022
0.00%0.00%-0.49%0.00%0.00%-0.49%0.00%0.00%-0.50%0.00%0.00%-0.50%-1.97%
2021
–0.01%-0.49%0.01%0.01%-0.49%0.00%0.00%-0.50%0.00%0.00%-0.50%-1.94%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Mar_2021Dec_2023Ongoing33.62%65 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
21.81%
Downside deviation
22.39%