Know Your PMS · Monthly tearsheet
SiMPL Multi Cap Value 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 Sep_202643 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
15.70%
Total return
68.65%
Max drawdown
-16.85%
Sharpe
1.07
Sortino
1.21
Calmar
0.93
Win months
60.47%
Best / worst month
10.8% / -10.2%
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 | -3.23% | -1.94% | -10.15% | 10.83% | 2.14% | 5.38% | 1.39% | -2.02% | -5.75% | – | – | – | -4.77% |
2025 | -2.32% | -4.45% | 4.67% | 1.58% | 6.91% | 3.90% | -1.79% | -3.58% | -0.17% | 5.23% | -1.10% | -0.87% | 7.50% |
2024 | 1.29% | 2.98% | -3.67% | 3.73% | 4.15% | 8.71% | 4.07% | 3.10% | 4.41% | -3.69% | -1.46% | -3.01% | 21.69% |
2023 | – | – | 0.14% | 4.73% | 2.70% | 4.76% | 3.89% | 2.26% | 1.57% | -2.11% | 6.91% | 6.24% | 35.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 16.85% | 12 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 14.09% | 8 mo |
| Aug_2026 | Sep_2026 | Ongoing | 7.65% | 2 mo · open |
| Mar_2024 | Mar_2024 | May_2024 | 3.67% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.11% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
14.55%
Downside deviation
13.02%