Know Your PMS · Monthly tearsheet
EMERGING LEADERS
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_202630 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
23.26%
Total return
68.69%
Max drawdown
-26.22%
Sharpe
0.92
Sortino
1.04
Calmar
0.89
Win months
60.00%
Best / worst month
22.3% / -15.3%
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 | -3.94% | 9.36% | -15.30% | 22.26% | 11.21% | 12.00% | 6.33% | 10.90% | 5.26% | – | – | – | 68.18% |
2025 | -5.61% | -10.19% | 0.49% | 4.15% | 7.33% | 3.19% | -2.75% | -4.08% | -0.02% | -1.19% | -6.59% | -1.97% | -17.08% |
2024 | – | – | – | – | -5.33% | 10.04% | 3.07% | 0.81% | 7.95% | -3.46% | 2.61% | 3.01% | 19.23% |
2023 | – | – | – | – | – | 1.45% | – | – | – | – | – | – | 1.45% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | May_2026 | 26.22% | 16 mo |
| May_2024 | May_2024 | Jun_2024 | 5.33% | 1 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 3.46% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
7 mo
Ann. volatility
25.98%
Downside deviation
22.32%