Know Your PMS · Monthly tearsheet
Rockstud Capital Yuva Bharat Approach
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 Jan_202630 months filedBM: BenchmarkBM: BSE500TRI
CAGR
1.90%
Total return
4.82%
Max drawdown
-6.02%
Sharpe
0.26
Sortino
0.16
Calmar
0.32
Win months
13.33%
Best / worst month
7.7% / -4.9%
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 | 0.00% | – | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2024 | 4.04% | -2.92% | -2.15% | 4.04% | -4.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -2.23% |
2023 | – | – | – | – | 0.00% | – | – | – | -1.12% | -4.27% | 7.66% | 5.20% | 7.21% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2024 | May_2024 | Ongoing | 6.02% | 24 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 5.34% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
8.34%
Downside deviation
11.67%