Know Your PMS · Monthly tearsheet
SPARK INDIA@75 FLEXICAP STRATEGY
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_202666 months filedBM: NIFTY50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
14.57%
Total return
111.34%
Max drawdown
-15.17%
Sharpe
1.00
Sortino
1.11
Calmar
0.96
Win months
60.61%
Best / worst month
11.6% / -11.5%
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 | -2.34% | 2.60% | -11.48% | 7.56% | -0.93% | -0.03% | 0.21% | -0.91% | -3.19% | – | – | – | -9.17% |
2025 | -2.79% | -4.82% | 6.32% | 3.05% | 2.25% | 4.38% | -4.01% | -3.77% | 1.53% | 4.16% | 3.01% | 0.81% | 9.75% |
2024 | 2.82% | 2.29% | -2.71% | 5.79% | -2.08% | 7.79% | 4.35% | 1.31% | 0.28% | -5.60% | -1.15% | -1.75% | 11.05% |
2023 | -1.07% | -1.75% | 0.58% | 4.21% | 2.69% | 3.57% | 7.40% | 2.95% | 3.93% | -1.78% | 9.07% | 6.65% | 42.26% |
2022 | 5.82% | -4.87% | 2.88% | -1.31% | -4.43% | -4.36% | 11.57% | 5.61% | -0.88% | 4.41% | 1.29% | -1.90% | 13.20% |
2021 | – | – | – | -0.55% | 9.05% | 3.65% | 1.62% | 3.82% | 3.93% | 1.47% | -6.53% | 1.41% | 18.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Dec_2025 | 15.17% | 14 mo |
| Feb_2022 | Jun_2022 | Aug_2022 | 11.72% | 6 mo |
| Mar_2026 | Mar_2026 | Ongoing | 11.48% | 7 mo · open |
| Nov_2021 | Nov_2021 | Jan_2022 | 6.53% | 2 mo |
| Dec_2022 | Feb_2023 | May_2023 | 4.65% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
14.62%
Downside deviation
13.18%