Know Your PMS · Monthly tearsheet
Sohum India Focus 10 Investment Approach
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_202636 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
20.65%
Total return
75.63%
Max drawdown
-18.43%
Sharpe
1.10
Sortino
1.29
Calmar
1.12
Win months
61.11%
Best / worst month
15.3% / -11.7%
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 | -2.15% | 2.23% | -11.70% | 11.69% | 1.22% | 2.37% | -0.17% | -1.76% | -3.72% | – | – | – | -3.48% |
2025 | -5.81% | -7.75% | 5.38% | 4.98% | 3.18% | 4.13% | -1.26% | -1.96% | 3.83% | 5.13% | 1.98% | 0.66% | 12.03% |
2024 | -1.53% | 3.61% | 1.70% | 12.32% | 2.72% | 15.27% | 0.56% | 3.44% | 4.64% | -3.29% | -1.86% | -1.09% | 41.00% |
2023 | – | – | – | – | – | – | – | – | – | 0.00% | 3.51% | 11.28% | 15.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 18.43% | 12 mo |
| Mar_2026 | Mar_2026 | Jun_2026 | 11.70% | 3 mo |
| Jul_2026 | Sep_2026 | Ongoing | 5.58% | 3 mo · open |
| Jan_2026 | Jan_2026 | Feb_2026 | 2.15% | 1 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 1.53% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
18.49%
Downside deviation
15.95%