Know Your PMS · Monthly tearsheet
ProfitGate Focused 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_202610 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
11.40%
Max drawdown
-4.74%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
7.1% / -3.8%
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 | -1.50% | 1.45% | -3.84% | 7.06% | 2.70% | 0.44% | 1.82% | 2.18% | 1.78% | – | – | – | 12.37% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.86% | -0.86% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 4.74% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
9.54%
Downside deviation
8.42%