Know Your PMS · Monthly tearsheet
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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: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
11.67%
Total return
85.16%
Max drawdown
-26.47%
Sharpe
0.72
Sortino
0.69
Calmar
0.44
Win months
58.21%
Best / worst month
18.0% / -14.7%
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 | -6.62% | 3.25% | -8.07% | 18.02% | -0.85% | 6.24% | 1.86% | 4.61% | -1.72% | – | – | – | 15.39% |
2025 | -8.26% | -14.68% | 6.75% | -0.86% | 9.67% | 3.58% | 1.32% | -1.28% | -0.77% | 5.44% | -2.95% | -2.50% | -6.82% |
2024 | 5.86% | 0.36% | 0.00% | 7.63% | 0.79% | 9.57% | 3.68% | 1.94% | -1.72% | -4.02% | 1.63% | -2.01% | 25.38% |
2023 | -2.10% | -5.19% | 0.00% | 5.57% | 3.24% | 2.96% | 3.36% | 3.46% | 1.57% | -3.20% | 5.19% | 5.90% | 21.99% |
2022 | -3.18% | -5.65% | 1.62% | 2.25% | -5.56% | -4.94% | 9.21% | 3.46% | -2.51% | 3.30% | 6.25% | -2.86% | 0.07% |
2021 | – | – | 1.80% | 2.19% | 6.54% | 2.62% | 2.65% | 2.56% | 2.35% | -2.43% | -2.12% | -3.88% | 12.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Aug_2026 | 26.47% | 23 mo |
| Oct_2021 | Jun_2022 | Aug_2023 | 21.78% | 22 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.20% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.72% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
17.44%
Downside deviation
16.87%