Know Your PMS · Monthly tearsheet
PRIME PICKS
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_202667 months filedBM: S and P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
10.03%
Total return
70.53%
Max drawdown
-19.71%
Sharpe
0.73
Sortino
0.67
Calmar
0.51
Win months
61.19%
Best / worst month
10.4% / -10.8%
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 | -2.94% | -0.12% | -10.80% | 7.90% | -0.89% | 1.60% | 3.44% | 1.74% | -5.20% | – | – | – | -6.26% |
2025 | -2.64% | -10.19% | 6.95% | 1.98% | 4.38% | 2.42% | -2.30% | -4.05% | 1.04% | 4.25% | 0.46% | -1.62% | -0.50% |
2024 | 4.92% | 0.75% | -2.13% | 5.04% | 0.69% | 5.78% | 3.74% | -1.37% | 0.79% | -5.92% | 1.09% | -1.30% | 12.05% |
2023 | -2.79% | -0.88% | 0.96% | 5.77% | 5.22% | 3.41% | 5.05% | 0.86% | 2.93% | -1.01% | 8.59% | 5.04% | 37.86% |
2022 | -0.24% | -4.98% | 2.50% | -1.09% | -6.65% | -5.35% | 10.42% | 3.72% | -2.76% | 4.67% | 1.37% | -3.51% | -3.19% |
2021 | – | 6.05% | 0.35% | -1.28% | 6.56% | – | 3.21% | 4.95% | 0.83% | 1.72% | -4.40% | 2.83% | 22.27% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 19.71% | 26 mo · open |
| Nov_2021 | Jun_2022 | May_2023 | 16.53% | 18 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.13% | 1 mo |
| Apr_2021 | Apr_2021 | May_2021 | 1.28% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
14.60%
Downside deviation
14.90%