SME FUND

Q: How has Steptrade Share Services Private Limited performed?

Steptrade Share Services Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — including CAGR, max drawdown, and risk-adjusted metrics when enough months are reported. Latest available filing month on Know Your PMS is Jul_2025.

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: BenchmarkBM: BSE500TRI

Strategy page

Question 2

Where do Steptrade Share Services Private Limited returns come from?

Accepted Answer

Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. Know Your PMS does not invent zeros for unfiled months. Latest available filing month on Know Your PMS is Jul_2025.

Question 3

How many Steptrade Share Services Private Limited strategies are listed?

Accepted Answer

2 strategies are currently listed for this PMS provider on Know Your PMS.

Question 4

How do I compare a Steptrade Share Services Private Limited PMS with others?

Accepted Answer

Open a Steptrade Share Services Private Limited strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a pack. Know Your PMS is research only.

	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	YTD
2025	-14.61%	-9.21%	-5.68%	20.51%	16.54%	9.14%	-0.76%	0.00%	0.00%	0.00%	0.00%	0.00%	11.23%
2024	–	–	–	–	–	0.00%	0.00%	0.00%	-0.33%	-4.89%	0.66%	-1.50%	-6.01%

Start	Trough	End	Depth	Length
Sep_2024	Mar_2025	Jun_2025	31.27%	9 mo
Jul_2025	Jul_2025	Ongoing	0.76%	6 mo · open

SME FUND

Monthly returns

Worst drawdown episodes

Consistency (monthly)