Know Your PMS · Monthly tearsheet
SageOne LargeCap
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_202668 months filedBM: BSE500TRIBM: S and P BSE 500BM: Benchmark
CAGR
11.69%
Total return
87.09%
Max drawdown
-21.07%
Sharpe
0.76
Sortino
0.69
Calmar
0.55
Win months
61.76%
Best / worst month
12.5% / -12.0%
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 | -7.06% | 4.52% | -12.00% | 10.23% | 2.87% | 1.51% | 2.32% | 2.15% | -7.81% | – | – | – | -5.19% |
2025 | -4.50% | -6.78% | 7.64% | 3.00% | 3.81% | 5.23% | -3.27% | 0.22% | 0.84% | 4.20% | -0.56% | -2.49% | 6.49% |
2024 | 1.39% | 5.13% | 0.88% | 3.74% | 1.52% | 9.39% | 5.28% | 4.51% | 3.02% | -7.45% | -0.12% | -0.73% | 28.85% |
2023 | -4.43% | -0.24% | -0.92% | 3.83% | 6.24% | 2.02% | 1.42% | 0.00% | 1.64% | -0.80% | 8.29% | 7.88% | 27.00% |
2022 | -4.74% | -5.91% | 2.48% | -2.00% | -4.18% | -8.49% | 12.49% | 4.55% | -0.63% | -0.10% | 0.77% | -4.53% | -11.35% |
2021 | – | 1.77% | 0.93% | 2.71% | 2.08% | 6.02% | 4.51% | 3.88% | 2.40% | -0.79% | -2.29% | 3.80% | 27.72% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Nov_2023 | 21.07% | 22 mo |
| Oct_2024 | Feb_2025 | Oct_2025 | 18.31% | 12 mo |
| Nov_2025 | Mar_2026 | Ongoing | 17.11% | 11 mo · open |
| Oct_2021 | Nov_2021 | Dec_2021 | 3.06% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
16.10%
Downside deviation
16.87%