Know Your PMS · Monthly tearsheet
Multicap 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: BenchmarkBM: NIFTY50TRI
CAGR
13.78%
Total return
78.79%
Max drawdown
-17.94%
Sharpe
0.85
Sortino
0.97
Calmar
0.77
Win months
55.56%
Best / worst month
16.1% / -12.8%
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 | -3.28% | -0.48% | -12.79% | 16.13% | 1.40% | 2.69% | 2.29% | 0.68% | -4.76% | – | – | – | -0.44% |
2025 | -2.81% | -6.69% | 5.33% | 3.66% | 5.24% | 6.01% | -2.21% | -5.28% | 3.24% | 4.67% | -0.08% | -2.17% | 8.09% |
2024 | 0.91% | -0.02% | 0.31% | 7.80% | -1.93% | 5.94% | 5.27% | 4.10% | 2.41% | -4.78% | -1.67% | 0.17% | 19.30% |
2023 | -2.25% | -0.71% | -1.47% | 5.63% | 7.76% | 3.91% | 7.05% | -0.82% | 2.24% | -0.88% | 5.71% | 5.09% | 35.20% |
2022 | – | – | – | -2.23% | -3.06% | -7.40% | 11.99% | 4.11% | -1.73% | 2.57% | 2.01% | -2.10% | 3.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jul_2026 | 17.94% | 8 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 14.94% | 8 mo |
| Apr_2022 | Jun_2022 | Aug_2022 | 12.24% | 4 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 7.37% | 3 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.38% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
16.84%
Downside deviation
14.18%