Know Your PMS · Monthly tearsheet
PATERSON LEADERSHIP
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_202625 months filedBM: NIFTY50TRIBM: BenchmarkBM: NSE NIFTY 500_TOTAL RETURNS INDEXBM: NSENIFTY500_TOTALRETURNSINDEX
CAGR
2.44%
Total return
5.14%
Max drawdown
-18.46%
Sharpe
0.22
Sortino
0.13
Calmar
0.13
Win months
56.00%
Best / worst month
13.5% / -10.2%
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 | -5.95% | 0.65% | -7.91% | 13.49% | 3.88% | 6.71% | 2.05% | -1.91% | -3.92% | – | – | – | 5.48% |
2025 | -6.61% | -10.18% | 5.50% | 1.56% | 6.46% | 4.49% | -2.53% | -3.11% | 0.73% | 3.83% | -3.30% | -2.05% | -6.47% |
2024 | – | – | – | – | – | – | – | – | 0.00% | 1.46% | 2.96% | 2.02% | 6.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Jun_2026 | 18.46% | 17 mo |
| Aug_2026 | Sep_2026 | Ongoing | 5.76% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
17.85%
Downside deviation
18.83%