Know Your PMS · Monthly tearsheet
CA MFM MID-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_202653 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
-9.42%
Total return
-35.40%
Max drawdown
-57.56%
Sharpe
-0.22
Sortino
-0.25
Calmar
-0.16
Win months
41.51%
Best / worst month
10.1% / -45.4%
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 | -1.45% | -4.90% | 3.27% | 2.88% | 2.14% | 2.72% | -4.36% | -1.09% | -45.35% | -10.02% | 0.00% | 0.00% | -51.40% |
2024 | -4.32% | 1.15% | 1.57% | 0.85% | -0.84% | 7.75% | 4.42% | 4.23% | 3.38% | -8.68% | -1.40% | -3.02% | 4.07% |
2023 | -1.79% | -0.89% | -2.28% | 5.04% | 6.78% | 4.88% | 4.94% | 2.76% | -1.17% | -2.78% | 6.23% | 3.54% | 27.51% |
2022 | – | – | – | 0.00% | -6.78% | -5.20% | 10.09% | 5.53% | -1.09% | 0.12% | 0.57% | -2.04% | 0.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Oct_2025 | Ongoing | 57.56% | 23 mo · open |
| May_2022 | Jun_2022 | Aug_2022 | 11.63% | 3 mo |
| Sep_2022 | Mar_2023 | May_2023 | 7.20% | 8 mo |
| Jan_2024 | Jan_2024 | Jun_2024 | 4.32% | 5 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.92% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
25.40%
Downside deviation
37.99%