Know Your PMS · Monthly tearsheet
Q India Value Equity Strategy - Constrained XIX
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_202619 months filedBM: BSE500TRIBM: BenchmarkBM: BSE 500 TR
CAGR
1.25%
Total return
1.99%
Max drawdown
-14.21%
Sharpe
0.16
Sortino
0.08
Calmar
0.09
Win months
52.63%
Best / worst month
8.9% / -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 | -2.29% | -1.15% | -11.18% | 8.90% | 0.15% | -0.37% | 3.26% | -1.05% | – | – | – | – | -4.76% |
2025 | – | -5.35% | 4.34% | 1.97% | 3.34% | 1.74% | -2.30% | -0.19% | -0.49% | 2.46% | 1.23% | 0.48% | 7.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Ongoing | 14.21% | 8 mo · open |
| Feb_2025 | Feb_2025 | Apr_2025 | 5.35% | 2 mo |
| Jul_2025 | Sep_2025 | Nov_2025 | 2.96% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
13.79%
Downside deviation
14.92%