Know Your PMS · Monthly tearsheet
Investment Approach 1
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 Apr_20227 months filed
CAGR
Needs 12 months
Total return
7.54%
Max drawdown
-3.04%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
57.14%
Best / worst month
4.0% / -3.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -3.04% | – | 3.85% | -0.45% | – | – | – | – | – | – | – | – | 0.24% |
2021 | – | – | – | – | – | – | 2.67% | – | 0.57% | -0.12% | – | 4.03% | 7.29% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jan_2022 | Mar_2022 | 3.04% | 1 mo |
| Apr_2022 | Apr_2022 | Ongoing | 0.45% | 1 mo · open |
| Oct_2021 | Oct_2021 | Dec_2021 | 0.12% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
8.27%
Downside deviation
6.15%