Know Your PMS · Monthly tearsheet
Sameeksha India Diversified Investment 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 Sep_202610 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRI
CAGR
Needs 12 months
Total return
2.67%
Max drawdown
-13.09%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
12.7% / -10.1%
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 | -1.37% | -1.23% | -10.13% | 12.74% | 1.12% | 2.92% | 1.54% | 2.39% | -3.16% | – | – | – | 3.42% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.73% | -0.73% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jun_2026 | 13.09% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.16% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
18.82%
Downside deviation
16.72%