Know Your PMS · Monthly tearsheet
Equity Flexi-Cap Companies
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_202624 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
-0.43%
Total return
-0.85%
Max drawdown
-32.28%
Sharpe
0.11
Sortino
-0.02
Calmar
-0.01
Win months
50.00%
Best / worst month
24.0% / -14.5%
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 | -7.78% | -1.49% | -14.54% | 24.02% | 0.86% | 2.77% | 6.60% | 0.46% | 6.35% | – | – | – | 13.67% |
2025 | -4.60% | -12.24% | 2.81% | 2.34% | 8.91% | 6.98% | 4.15% | -5.97% | -2.39% | 6.24% | -4.66% | -4.15% | -4.75% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | -0.89% | -7.60% | -8.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2024 | Mar_2026 | Ongoing | 32.28% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
26.92%
Downside deviation
25.24%