Know Your PMS · Monthly tearsheet
CA MFM Large-cap
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 Aug_202654 months filedBM: NIFTY 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
-1.10%
Total return
-4.86%
Max drawdown
-26.65%
Sharpe
-0.02
Sortino
-0.07
Calmar
-0.04
Win months
42.59%
Best / worst month
11.3% / -10.8%
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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | 0.00% |
2025 | 0.05% | -4.00% | 1.81% | 3.99% | 1.35% | 2.13% | -4.25% | -3.71% | -5.98% | -0.13% | -10.77% | 0.00% | -18.69% |
2024 | -5.14% | -0.95% | 1.25% | 0.57% | -1.14% | 7.06% | 3.70% | 2.96% | 3.16% | -7.00% | -0.98% | -2.04% | 0.61% |
2023 | -4.14% | -1.20% | -0.32% | 3.80% | 4.97% | 2.80% | 2.09% | -1.18% | 0.68% | -2.46% | 4.99% | 3.90% | 14.28% |
2022 | – | – | 2.53% | -1.86% | -5.95% | -6.43% | 11.32% | 4.95% | -3.12% | 2.73% | 2.81% | -3.87% | 1.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Nov_2025 | Ongoing | 26.65% | 23 mo · open |
| Apr_2022 | Jun_2022 | Aug_2022 | 13.63% | 4 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 9.25% | 6 mo |
| Jan_2024 | Feb_2024 | Jun_2024 | 6.04% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 3.12% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
13.24%
Downside deviation
15.02%