Know Your PMS · Monthly tearsheet
SHREE VRIDDHI PLAN
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_202650 months filedBM: BSE 500BM: BSE500TRIBM: Benchmark
CAGR
12.02%
Total return
60.48%
Max drawdown
-38.53%
Sharpe
0.69
Sortino
0.73
Calmar
0.31
Win months
60.00%
Best / worst month
12.9% / -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 | -3.42% | 0.77% | -6.34% | 9.38% | 3.22% | 7.46% | -3.00% | 1.04% | 0.96% | – | – | – | 9.43% |
2025 | -10.22% | -7.30% | 1.49% | -3.30% | 0.26% | 4.90% | -6.75% | -0.98% | -0.56% | 3.08% | -0.94% | 1.30% | -18.41% |
2024 | 5.37% | 2.83% | -5.15% | 5.21% | 7.29% | 12.32% | 1.69% | 0.79% | -4.19% | -7.77% | -4.56% | -1.99% | 10.39% |
2023 | -3.39% | -2.44% | 0.80% | 4.08% | – | 12.10% | 12.93% | 1.96% | 0.51% | -2.54% | 8.59% | 4.35% | 41.67% |
2022 | – | – | – | – | – | -0.60% | 5.37% | 11.92% | 0.77% | 2.56% | – | -5.13% | 14.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 38.53% | 25 mo · open |
| Dec_2022 | Feb_2023 | Jun_2023 | 10.58% | 5 mo |
| Mar_2024 | Mar_2024 | May_2024 | 5.15% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.54% | 1 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 0.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
6 mo
Ann. volatility
18.78%
Downside deviation
16.56%