Know Your PMS · Monthly tearsheet
Multicap
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_202610 months filedBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
Needs 12 months
Total return
17.17%
Max drawdown
-17.33%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
18.7% / -8.4%
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 | -5.71% | -3.49% | -8.36% | 18.66% | 2.39% | 5.87% | 0.36% | 6.53% | 3.07% | – | – | – | 18.20% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.87% | -0.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | May_2026 | 17.33% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
25.03%
Downside deviation
18.61%