Know Your PMS · Monthly tearsheet
Focussed Equity PMS
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_202654 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
14.32%
Total return
82.65%
Max drawdown
-17.28%
Sharpe
0.95
Sortino
1.04
Calmar
0.83
Win months
57.41%
Best / worst month
16.3% / -12.5%
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 | -2.77% | -0.54% | -12.50% | 16.25% | 1.38% | 2.85% | 2.26% | 1.09% | -4.68% | – | – | – | 1.07% |
2025 | -2.30% | -6.98% | 4.57% | 4.13% | 5.12% | 5.33% | -1.62% | -4.98% | 2.81% | 4.89% | -0.17% | -2.07% | 7.98% |
2024 | 1.54% | 0.41% | 0.16% | 6.84% | -1.00% | 4.38% | 4.63% | 3.66% | 2.25% | -4.77% | -1.59% | -0.13% | 17.02% |
2023 | -2.41% | -1.39% | 0.00% | 4.63% | 5.15% | 3.24% | 5.58% | 0.05% | 2.09% | -0.73% | 5.83% | 5.07% | 30.11% |
2022 | – | – | – | 0.00% | -0.64% | -4.81% | 10.76% | 2.58% | -0.89% | 1.85% | 2.03% | -0.69% | 9.91% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 17.28% | 7 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 14.94% | 8 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 6.52% | 3 mo |
| May_2022 | Jun_2022 | Jul_2022 | 5.42% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.68% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.26%
Downside deviation
13.76%