Know Your PMS · Monthly tearsheet
QED CAPITAL CORE-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_202650 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
5.94%
Total return
27.18%
Max drawdown
-24.09%
Sharpe
0.47
Sortino
0.41
Calmar
0.25
Win months
54.00%
Best / worst month
10.7% / -11.2%
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 | -0.76% | 1.73% | -11.23% | 2.89% | -0.79% | -1.87% | 1.42% | 2.59% | -7.85% | – | – | – | -13.93% |
2025 | -4.93% | -4.30% | 3.20% | -1.57% | 1.03% | 3.31% | -2.07% | -0.84% | 2.24% | 2.98% | 3.15% | 1.18% | 2.93% |
2024 | 10.65% | 2.63% | -0.28% | 5.43% | -1.81% | 7.40% | 7.60% | -1.73% | 1.16% | -10.24% | -1.80% | -2.21% | 16.08% |
2023 | -2.81% | -2.30% | -0.17% | 2.51% | 2.14% | 3.94% | 6.02% | 0.62% | 1.46% | -2.43% | 7.23% | 6.47% | 24.38% |
2022 | – | – | – | – | – | – | – | 0.00% | -0.70% | 2.84% | 0.24% | -2.87% | -0.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Sep_2026 | Ongoing | 24.09% | 26 mo · open |
| Dec_2022 | Mar_2023 | Jun_2023 | 7.93% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.43% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.81% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 0.70% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.47%
Downside deviation
14.58%