Know Your PMS · Monthly tearsheet
Purnartha Vision Strategy formerly known as Focused Equity
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_202623 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
2.09%
Total return
4.04%
Max drawdown
-13.91%
Sharpe
0.20
Sortino
0.13
Calmar
0.15
Win months
43.48%
Best / worst month
17.9% / -9.4%
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 | -5.46% | 8.74% | -9.36% | 17.93% | -2.98% | 2.25% | -2.05% | 5.60% | -3.36% | – | – | – | 8.97% |
2025 | -7.03% | -7.40% | 8.92% | -0.68% | 6.37% | 0.20% | -4.89% | -1.31% | -1.26% | 3.00% | 0.33% | -0.62% | -5.52% |
2024 | – | – | – | – | – | – | – | – | – | – | -0.05% | 1.11% | 1.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Apr_2026 | 13.91% | 15 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.36% | 1 mo · open |
| May_2026 | May_2026 | Aug_2026 | 2.98% | 3 mo |
| Nov_2024 | Nov_2024 | Dec_2024 | 0.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
20.89%
Downside deviation
15.90%