Know Your PMS · Monthly tearsheet
R Wadiwala Ingenious Equity Po-Ingenious Equity
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_202610 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
-13.94%
Max drawdown
-16.58%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
9.9% / -11.9%
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 | -4.52% | 0.04% | -11.90% | 9.87% | -1.01% | 1.12% | 1.62% | -0.81% | -6.93% | – | – | – | -13.18% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.87% | -0.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 16.58% | 10 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
18.85%
Downside deviation
20.62%