Know Your PMS · Monthly tearsheet
SUNDARAM RISING STARS
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 Jan_20227 months filed
CAGR
Needs 12 months
Total return
30.38%
Max drawdown
-0.77%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
71.43%
Best / worst month
7.8% / -0.8%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -0.15% | – | – | – | – | – | – | – | – | – | – | – | -0.15% |
2021 | – | – | – | 7.32% | 7.77% | – | – | 3.78% | – | 4.49% | -0.77% | 4.92% | 30.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Nov_2021 | Dec_2021 | 0.77% | 1 mo |
| Jan_2022 | Jan_2022 | Ongoing | 0.15% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
10.66%
Downside deviation
1.92%