Know Your PMS · Monthly tearsheet
Moderate Equity
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: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
14.42%
Total return
114.55%
Max drawdown
-16.91%
Sharpe
0.97
Sortino
1.04
Calmar
0.85
Win months
58.82%
Best / worst month
11.5% / -11.8%
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 | -3.41% | 2.00% | -11.85% | 9.03% | -1.95% | 2.05% | 1.09% | -1.93% | -6.19% | – | – | – | -11.88% |
2025 | -2.54% | -7.90% | 6.18% | 4.33% | 3.00% | 2.70% | -2.62% | -0.75% | 1.89% | 4.82% | 1.98% | -0.90% | 9.73% |
2024 | 2.68% | 2.98% | 0.00% | 4.32% | -0.09% | 6.97% | 2.92% | -1.15% | 2.40% | -5.82% | 0.88% | -2.57% | 13.69% |
2023 | -0.71% | -0.79% | -2.08% | 5.82% | 5.69% | 5.74% | 4.00% | -0.57% | 1.20% | -3.98% | 5.74% | 6.26% | 28.79% |
2022 | 3.89% | -6.00% | 2.78% | 4.54% | -3.11% | -4.15% | 9.85% | 5.75% | -2.76% | 5.59% | 1.65% | -1.81% | 16.01% |
2021 | – | 11.51% | -2.11% | -0.64% | 8.24% | 1.32% | 2.20% | 0.72% | 4.04% | 6.72% | -4.06% | 0.17% | 30.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 16.91% | 12 mo |
| Dec_2025 | Mar_2026 | Ongoing | 13.93% | 10 mo · open |
| May_2022 | Jun_2022 | Jul_2022 | 7.13% | 2 mo |
| Nov_2021 | Feb_2022 | Apr_2022 | 6.15% | 5 mo |
| Dec_2022 | Mar_2023 | Apr_2023 | 5.29% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
15.09%
Downside deviation
13.88%