Know Your PMS · Monthly tearsheet
Avendus Margin of Safety
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 May_202617 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
-3.30%
Total return
-4.64%
Max drawdown
-16.17%
Sharpe
-0.21
Sortino
-0.24
Calmar
-0.20
Win months
47.06%
Best / worst month
7.8% / -10.6%
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 | -3.32% | 0.57% | -10.60% | 7.75% | 0.62% | – | – | – | – | – | – | – | -5.76% |
2025 | 0.00% | 0.07% | -0.30% | 0.93% | 1.83% | 2.32% | -2.06% | -0.86% | -0.89% | 1.05% | -0.44% | -0.39% | 1.18% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 16.17% | 11 mo · open |
| Mar_2025 | Mar_2025 | Apr_2025 | 0.30% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
11.89%
Downside deviation
13.94%