Know Your PMS · Monthly tearsheet
GROWTH
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_202668 months filedBM: BenchmarkBM: BSE500TRI
CAGR
15.90%
Total return
130.73%
Max drawdown
-24.92%
Sharpe
0.95
Sortino
1.01
Calmar
0.64
Win months
58.82%
Best / worst month
15.9% / -14.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -5.71% | 2.16% | -9.19% | 15.91% | -0.65% | 6.22% | 2.14% | 5.80% | -2.74% | – | – | – | 12.46% |
2025 | -7.44% | -13.96% | 7.15% | -0.24% | 9.07% | 3.88% | -0.05% | -1.44% | -0.06% | 6.20% | -2.95% | -1.52% | -3.62% |
2024 | 3.46% | 0.04% | 0.00% | 8.32% | -0.19% | 9.31% | 3.71% | 2.80% | -0.95% | -4.69% | 1.52% | -1.63% | 22.94% |
2023 | -2.05% | -4.92% | 0.41% | 5.16% | 3.40% | 3.34% | 3.63% | 3.95% | 2.51% | -2.76% | 5.20% | 5.97% | 25.79% |
2022 | 0.55% | -7.36% | 2.17% | 2.00% | -3.09% | -4.48% | 9.49% | 3.08% | -1.65% | 3.33% | 6.16% | -2.61% | 6.56% |
2021 | – | 8.82% | -0.75% | 0.92% | 8.00% | 2.47% | 1.27% | 3.98% | 3.42% | -0.02% | -3.06% | 1.46% | 29.18% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Aug_2026 | 24.92% | 23 mo |
| Oct_2021 | Jun_2022 | Oct_2022 | 11.64% | 12 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 9.30% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.76% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.74% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
16.94%
Downside deviation
15.68%