Know Your PMS · Monthly tearsheet
Customised Silver Option A
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 Mar_202316 months filed
CAGR
6.44%
Total return
8.67%
Max drawdown
-2.11%
Sharpe
1.56
Sortino
1.92
Calmar
3.05
Win months
62.50%
Best / worst month
2.7% / -1.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.31% | -0.61% | 1.66% | – | – | – | – | – | – | – | – | – | 1.35% |
2022 | 0.12% | 0.38% | 1.49% | 0.00% | -1.07% | -1.05% | 2.66% | 1.16% | -1.06% | 1.64% | 2.15% | 0.00% | 6.52% |
2021 | – | – | – | – | – | – | – | – | – | – | – | 0.66% | 0.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2022 | Jun_2022 | Jul_2022 | 2.11% | 2 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 1.06% | 1 mo |
| Feb_2023 | Feb_2023 | Mar_2023 | 0.61% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
3.94%
Downside deviation
3.35%