Know Your PMS · Monthly tearsheet
Q India Value Equity Strategy - Constrained XVII
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_202620 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TR
CAGR
1.36%
Total return
2.28%
Max drawdown
-12.20%
Sharpe
0.17
Sortino
0.11
Calmar
0.11
Win months
50.00%
Best / worst month
7.2% / -8.9%
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 | -2.02% | -1.67% | -8.87% | 7.18% | -0.39% | -0.24% | 2.98% | -1.11% | – | – | – | – | -4.77% |
2025 | 0.00% | -4.84% | 3.58% | 2.98% | 3.73% | 1.56% | -2.05% | 0.32% | -0.61% | 1.15% | 1.06% | 0.60% | 7.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Ongoing | 12.20% | 8 mo · open |
| Feb_2025 | Feb_2025 | Apr_2025 | 4.84% | 2 mo |
| Jul_2025 | Sep_2025 | Dec_2025 | 2.34% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
11.38%
Downside deviation
12.38%