Know Your PMS · Monthly tearsheet
QUEST PRUDENT 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 Mar_20266 months filedBM: BenchmarkBM: BSE500TRIBM: BSE500INDEXTRI
CAGR
Needs 12 months
Total return
-5.56%
Max drawdown
-8.95%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
25.00%
Best / worst month
1.9% / -4.5%
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 | -2.59% | 1.89% | 0.00% | – | – | – | – | – | – | – | – | – | -0.75% |
2025 | – | – | – | – | – | – | – | – | – | 1.80% | -2.07% | -4.55% | -4.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Jan_2026 | Ongoing | 8.95% | 5 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
3 mo
Ann. volatility
8.18%
Downside deviation
11.26%