Know Your PMS · Monthly tearsheet
Purnartha Pratham Strategy (formerly known as Long Term Equity with Concentrated Portfolio )
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_202641 months filed
CAGR
19.13%
Total return
81.85%
Max drawdown
-20.28%
Sharpe
1.05
Sortino
1.19
Calmar
0.94
Win months
63.41%
Best / worst month
17.3% / -9.0%
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 | -4.88% | 9.64% | -9.01% | 17.28% | -3.00% | 1.59% | -1.33% | 5.49% | – | – | – | – | 14.15% |
2025 | -6.42% | -7.85% | 8.34% | -0.33% | 7.07% | 0.48% | -5.12% | -2.04% | -1.03% | 3.02% | 1.09% | -0.12% | -4.15% |
2024 | 2.54% | -0.27% | 0.54% | 7.35% | 2.97% | 6.96% | 6.39% | 1.93% | 0.72% | -7.89% | -0.75% | 1.12% | 22.74% |
2023 | – | – | – | 7.37% | 3.13% | 3.93% | 4.90% | 0.94% | 1.35% | -2.80% | 8.42% | 4.04% | 35.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 20.28% | 22 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.80% | 1 mo |
| Feb_2024 | Feb_2024 | Mar_2024 | 0.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
18.17%
Downside deviation
16.02%