Know Your PMS · Monthly tearsheet
All Cap 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_202641 months filedBM: BenchmarkBM: BSE500TRI
CAGR
23.45%
Total return
105.38%
Max drawdown
-19.13%
Sharpe
1.28
Sortino
1.54
Calmar
1.23
Win months
65.85%
Best / worst month
13.0% / -9.3%
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 | -2.30% | -0.87% | -9.31% | 13.03% | 1.22% | 5.22% | 2.64% | 2.94% | -3.14% | – | – | – | 8.21% |
2025 | -6.12% | -6.15% | 9.46% | 0.78% | 2.88% | 4.49% | -6.21% | -1.01% | 1.13% | 4.62% | 1.45% | 1.85% | 6.05% |
2024 | 5.22% | -2.39% | – | 6.23% | -2.27% | 9.76% | 6.75% | 4.42% | 1.52% | -5.23% | -0.55% | -2.61% | 21.56% |
2023 | – | – | – | 7.72% | 3.74% | 7.12% | 6.03% | 1.21% | 0.21% | -2.67% | 12.72% | 4.25% | 47.23% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 19.13% | 20 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.14% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.67% | 1 mo |
| Feb_2024 | Feb_2024 | Apr_2024 | 2.39% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 2.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
17.56%
Downside deviation
15.21%