Know Your PMS · Monthly tearsheet
Core Equity - Regular
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_202619 months filedBM: Nifty 50 TRIBM: Benchmark
CAGR
0.99%
Total return
1.57%
Max drawdown
-11.86%
Sharpe
0.14
Sortino
0.07
Calmar
0.08
Win months
47.37%
Best / worst month
9.0% / -9.2%
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 | -3.01% | 3.67% | -9.18% | 9.00% | 1.86% | -0.56% | 3.15% | 3.80% | -4.58% | – | – | – | 3.01% |
2025 | -4.83% | – | – | -0.34% | 2.98% | 4.59% | -1.08% | -3.89% | -1.78% | 3.42% | 0.47% | -0.52% | -1.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 11.86% | 12 mo |
| Jan_2025 | Apr_2025 | Jun_2025 | 5.15% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.58% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
14.25%
Downside deviation
13.76%