Know Your PMS · Monthly tearsheet
PATERSON SOUTHERN SPICE
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_202613 months filedBM: NIFTY50TRIBM: BenchmarkBM: NSE NIFTY 500_TOTAL RETURNS INDEXBM: NSENIFTY500_TOTALRETURNSINDEX
CAGR
7.32%
Total return
7.95%
Max drawdown
-14.88%
Sharpe
0.47
Sortino
0.41
Calmar
0.49
Win months
53.85%
Best / worst month
12.8% / -9.6%
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 | -4.15% | 1.14% | -9.63% | 12.76% | 3.13% | 1.51% | 5.21% | 3.12% | -3.98% | – | – | – | 7.73% |
2025 | – | – | – | – | – | – | – | – | 0.00% | 3.13% | -1.80% | -1.06% | 0.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 14.88% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.98% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
17.88%
Downside deviation
17.67%