Know Your PMS · Monthly tearsheet
ProfitGate Classic Compounders Equity Strategy
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_202636 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
14.16%
Total return
48.78%
Max drawdown
-23.23%
Sharpe
0.76
Sortino
0.77
Calmar
0.61
Win months
55.56%
Best / worst month
14.1% / -11.7%
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 | -4.07% | 1.79% | -10.26% | 14.12% | 2.37% | 0.51% | -0.01% | 6.18% | -1.17% | – | – | – | 7.96% |
2025 | -9.86% | -11.70% | 7.64% | 1.07% | 7.83% | 4.11% | -0.32% | -1.60% | 3.30% | 6.37% | -4.64% | -3.20% | -3.29% |
2024 | 7.85% | -0.56% | -4.26% | 10.20% | -0.83% | 8.21% | 7.51% | 1.95% | -1.44% | -3.73% | 0.73% | 0.92% | 28.37% |
2023 | – | – | – | – | – | – | – | – | – | 0.00% | 7.27% | 3.48% | 11.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Oct_2025 | 23.23% | 13 mo |
| Nov_2025 | Mar_2026 | Aug_2026 | 19.11% | 9 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.80% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.17% | 1 mo · open |
| May_2024 | May_2024 | Jun_2024 | 0.83% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
19.70%
Downside deviation
18.48%