Know Your PMS · Monthly tearsheet
QODE TACTICAL FUND
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: BSE500TRIBM: S and P BSE 500 Total Return IndexBM: Benchmark
CAGR
10.98%
Total return
22.11%
Max drawdown
-6.96%
Sharpe
0.89
Sortino
1.15
Calmar
1.58
Win months
52.17%
Best / worst month
9.6% / -4.8%
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 | 2.04% | 5.96% | -1.43% | 5.19% | 3.16% | -0.27% | -3.00% | 1.73% | -3.29% | – | – | – | 10.07% |
2025 | -3.19% | -3.09% | 5.50% | 9.56% | 2.08% | 3.35% | -4.77% | -1.67% | 2.11% | 3.14% | 1.99% | -2.78% | 11.87% |
2024 | – | – | – | – | – | – | – | – | – | – | 0.00% | -0.83% | -0.83% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Apr_2025 | 6.96% | 4 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 6.36% | 4 mo |
| Jun_2026 | Sep_2026 | Ongoing | 4.83% | 4 mo · open |
| Dec_2025 | Dec_2025 | Feb_2026 | 2.78% | 2 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 1.43% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
12.31%
Downside deviation
9.53%