Know Your PMS · Monthly tearsheet
RISINGSTARS
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_202660 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 TRI
CAGR
16.28%
Total return
112.60%
Max drawdown
-17.71%
Sharpe
0.87
Sortino
1.03
Calmar
0.92
Win months
56.67%
Best / worst month
22.2% / -13.7%
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 | 0.00% | 6.54% | -8.17% | 22.20% | 5.73% | 3.65% | -0.46% | 7.03% | -2.82% | – | – | – | 35.65% |
2025 | -3.72% | -13.73% | 4.71% | 2.55% | 9.70% | 3.70% | -3.82% | -0.33% | 3.14% | 10.50% | -0.73% | -3.52% | 6.17% |
2024 | 3.30% | -3.36% | -4.36% | 5.06% | -5.36% | 9.96% | 0.86% | 1.40% | 0.08% | 0.43% | 1.38% | -0.93% | 7.77% |
2023 | -2.08% | -3.92% | -2.20% | 7.05% | 7.46% | 3.44% | 3.66% | 3.19% | -3.58% | -1.20% | 6.16% | 0.91% | 19.52% |
2022 | – | -6.19% | 5.33% | -0.70% | -6.34% | -5.10% | 9.19% | 9.30% | 0.91% | -0.10% | -1.95% | -2.81% | -0.01% |
2021 | – | – | 2.19% | – | – | 4.27% | 4.53% | – | 2.91% | – | – | – | 14.62% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Jun_2025 | 17.71% | 6 mo |
| Feb_2022 | Jun_2022 | Aug_2022 | 12.79% | 6 mo |
| Oct_2022 | Mar_2023 | May_2023 | 12.41% | 7 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 8.17% | 1 mo |
| Feb_2024 | May_2024 | Jun_2024 | 8.10% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
6 mo
Ann. volatility
19.29%
Downside deviation
15.80%