Know Your PMS · Monthly tearsheet
MSPMS
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_202645 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRIBM: BSE500TRI
CAGR
15.17%
Total return
69.82%
Max drawdown
-14.07%
Sharpe
1.42
Sortino
1.76
Calmar
1.08
Win months
66.67%
Best / worst month
8.7% / -4.4%
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 | 0.69% | 1.30% | -2.00% | 8.68% | -1.51% | 2.35% | 0.62% | 5.84% | -1.31% | – | – | – | 15.10% |
2025 | -3.87% | -4.33% | 0.60% | 4.27% | 0.96% | 1.98% | -0.87% | -2.15% | 0.32% | 3.25% | 1.29% | 0.50% | 1.59% |
2024 | 4.96% | -1.38% | -3.47% | 5.15% | 1.75% | 7.66% | 2.89% | 2.05% | 0.52% | -4.38% | -1.04% | -1.26% | 13.50% |
2023 | 0.00% | -1.97% | 1.39% | 3.97% | 2.26% | 1.25% | 4.63% | 2.57% | 1.99% | -0.03% | 4.08% | 5.02% | 27.97% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Apr_2026 | 14.07% | 18 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.80% | 2 mo |
| Feb_2023 | Feb_2023 | Apr_2023 | 1.97% | 2 mo |
| May_2026 | May_2026 | Jun_2026 | 1.51% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.31% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
10.28%
Downside deviation
8.62%