Know Your PMS · Monthly tearsheet

RHPMPL SUPER VALUE MS CAP PORTFOLIO

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_202650 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
Strategy page
CAGR
21.91%
Total return
128.31%
Max drawdown
-26.87%
Sharpe
1.06
Sortino
1.12
Calmar
0.82
Win months
62.00%
Best / worst month
17.5% / -13.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-8.71%2.14%-12.33%17.51%6.92%4.29%2.97%7.45%––––18.52%
2025
-13.20%-10.76%5.45%-1.56%9.12%3.89%-2.76%-4.34%0.56%8.55%-1.31%-1.53%-10.05%
2024
-0.41%0.54%-4.42%9.63%-2.63%11.54%4.94%6.74%3.65%-3.73%0.25%3.05%31.57%
2023
-2.48%-0.81%-0.56%6.55%6.35%6.99%6.30%4.18%-0.78%-1.53%8.61%3.24%41.48%
2022
––––––8.86%5.36%0.27%1.41%0.87%-2.20%15.05%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Oct_2024Mar_2026Aug_202626.87%22 mo
Dec_2022Mar_2023Apr_20235.93%4 mo
Mar_2024Mar_2024Apr_20244.42%1 mo
May_2024May_2024Jun_20242.63%1 mo
Sep_2023Oct_2023Nov_20232.30%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
20.68%
Downside deviation
19.57%