Know Your PMS · Monthly tearsheet
RISING STAR FUND
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 Dec_202519 months filedBM: BSE500TRIBM: Benchmark
CAGR
-5.54%
Total return
-8.63%
Max drawdown
-29.51%
Sharpe
-0.13
Sortino
-0.17
Calmar
-0.19
Win months
36.84%
Best / worst month
11.6% / -18.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -13.74% | -18.28% | 4.53% | -1.78% | 11.58% | 8.64% | -1.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -14.01% |
2024 | – | – | – | – | – | 0.00% | -0.86% | -0.33% | 1.38% | 0.14% | 4.80% | 1.07% | 6.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Ongoing | 29.51% | 12 mo · open |
| Jul_2024 | Aug_2024 | Sep_2024 | 1.19% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
22.27%
Downside deviation
32.58%