Know Your PMS · Monthly tearsheet
DISCOVERY FUND
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 Aug_202659 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
9.71%
Total return
57.70%
Max drawdown
-30.99%
Sharpe
0.55
Sortino
0.54
Calmar
0.31
Win months
52.54%
Best / worst month
23.9% / -16.7%
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 | -7.50% | -0.75% | -11.43% | 23.90% | 0.24% | 5.32% | -0.46% | 4.17% | – | – | – | – | 10.29% |
2025 | -6.71% | -16.67% | 6.23% | 1.43% | 9.96% | 4.18% | -1.59% | -4.01% | -0.33% | 4.72% | -4.80% | -2.19% | -11.91% |
2024 | 5.65% | 3.40% | -3.05% | 8.24% | -1.78% | 7.83% | 2.63% | 1.94% | 0.79% | -2.77% | 0.26% | -1.17% | 23.34% |
2023 | -1.02% | -1.44% | -3.23% | 6.71% | 4.01% | 9.08% | 6.23% | 7.00% | -0.09% | -0.71% | 5.37% | 5.89% | 43.79% |
2022 | -0.09% | -7.73% | 5.99% | 0.93% | -7.31% | -4.54% | 5.62% | 0.08% | -1.97% | 1.57% | 4.81% | -3.58% | -7.19% |
2021 | – | – | – | – | – | – | – | – | – | -1.99% | -2.53% | 3.22% | -1.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 30.99% | 23 mo · open |
| Oct_2021 | Jun_2022 | Jun_2023 | 13.96% | 20 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 3.05% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.78% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 0.80% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
20.57%
Downside deviation
17.97%