Know Your PMS · Monthly tearsheet
Q India Value Equity Strategy
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_202630 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TR
CAGR
4.91%
Total return
12.73%
Max drawdown
-15.63%
Sharpe
0.43
Sortino
0.36
Calmar
0.31
Win months
56.67%
Best / worst month
8.3% / -11.0%
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 | -2.48% | -1.45% | -10.96% | 8.29% | -0.20% | -0.08% | 3.25% | -1.30% | – | – | – | – | -5.83% |
2025 | -1.82% | -6.30% | 3.85% | 2.83% | 2.77% | 2.01% | -2.29% | -0.65% | -0.43% | 2.55% | 1.15% | 0.30% | 3.57% |
2024 | – | – | 0.29% | 4.03% | 0.64% | 7.89% | 3.80% | 2.02% | 1.22% | -4.04% | 0.80% | -1.59% | 15.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 15.63% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
12.85%
Downside deviation
13.51%