Know Your PMS · Monthly tearsheet
Prithvi Balance portfolio
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_202639 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
20.82%
Total return
84.91%
Max drawdown
-24.63%
Sharpe
0.89
Sortino
1.15
Calmar
0.85
Win months
53.85%
Best / worst month
23.8% / -13.2%
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 | -7.29% | 6.09% | -6.92% | 23.80% | 4.48% | 3.22% | -1.45% | 6.38% | 2.05% | – | – | – | 30.77% |
2025 | -10.46% | -13.19% | 6.27% | -1.61% | 13.04% | 2.18% | -0.80% | -1.21% | 1.27% | 1.55% | -5.95% | -2.02% | -12.82% |
2024 | 9.20% | -1.10% | -1.80% | 19.34% | -4.04% | 4.23% | 4.59% | 3.13% | 2.16% | 1.33% | -1.51% | -1.55% | 37.06% |
2023 | – | – | – | – | – | – | 0.00% | 8.35% | -1.59% | -2.16% | 7.96% | 5.07% | 18.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2024 | Feb_2025 | May_2026 | 24.63% | 18 mo |
| May_2024 | May_2024 | Jun_2024 | 4.04% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.72% | 2 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 2.88% | 2 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.45% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
24.20%
Downside deviation
18.09%