Know Your PMS · Monthly tearsheet
S.E.L.F
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_202668 months filedBM: BenchmarkBM: BSE500TRIBM: S and P BSE 500 TRI
CAGR
20.39%
Total return
186.26%
Max drawdown
-17.79%
Sharpe
1.06
Sortino
1.30
Calmar
1.15
Win months
58.82%
Best / worst month
22.2% / -10.6%
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 | -1.51% | 6.91% | -10.25% | 22.23% | 8.24% | 1.90% | -1.98% | 7.67% | -6.26% | – | – | – | 26.04% |
2025 | -7.36% | -10.60% | 6.80% | 3.27% | 8.25% | 3.90% | -4.22% | -1.05% | 3.41% | 8.36% | 2.22% | -4.21% | 6.83% |
2024 | 3.95% | -0.74% | -0.64% | 5.57% | -2.29% | 7.82% | 2.15% | 1.67% | 3.43% | -2.91% | 1.39% | 2.14% | 23.15% |
2023 | -5.94% | -1.92% | -2.20% | 7.38% | 7.67% | 5.20% | 1.58% | 2.25% | -2.81% | -1.98% | 9.59% | 3.22% | 22.83% |
2022 | -1.43% | -5.53% | 4.77% | -1.13% | -7.01% | -6.33% | 9.93% | 6.71% | -2.27% | -0.60% | -0.61% | -2.02% | -6.76% |
2021 | – | 7.47% | 3.40% | 5.41% | 6.06% | 4.26% | 6.25% | 6.13% | 3.82% | 1.59% | -4.50% | 2.46% | 50.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Jun_2023 | 17.79% | 19 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 17.18% | 5 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 10.25% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.26% | 1 mo · open |
| Dec_2025 | Jan_2026 | Feb_2026 | 5.66% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
7 mo
Ann. volatility
19.16%
Downside deviation
15.73%