Know Your PMS · Monthly tearsheet
AQUA STRATEGY (TWRR Unitised)
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 Feb_202614 months filedBM: BenchmarkBM: BSE500TRI
CAGR
0.51%
Total return
0.60%
Max drawdown
-18.59%
Sharpe
0.11
Sortino
0.03
Calmar
0.03
Win months
50.00%
Best / worst month
6.8% / -11.2%
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 | -0.63% | 2.31% | – | – | – | – | – | – | – | – | – | – | 1.67% |
2025 | -11.18% | -8.34% | 6.76% | -0.22% | 3.80% | 5.45% | -4.67% | -0.69% | 3.37% | 4.38% | 2.22% | -0.17% | -1.05% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Feb_2026 | 18.59% | 13 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
17.26%
Downside deviation
19.30%