Know Your PMS · Monthly tearsheet
SISOP
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: BSE500TRIBM: BenchmarkBM: S and P BSE 500 TRI
CAGR
19.87%
Total return
179.21%
Max drawdown
-17.60%
Sharpe
1.07
Sortino
1.25
Calmar
1.13
Win months
61.76%
Best / worst month
21.9% / -11.1%
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 | -3.36% | 7.43% | -11.10% | 21.91% | 7.48% | 2.38% | -2.07% | 5.72% | -6.98% | – | – | – | 19.24% |
2025 | -7.52% | -7.86% | 3.76% | 3.44% | 9.70% | 4.62% | -3.40% | 1.11% | 2.74% | 6.70% | 1.75% | -3.02% | 10.90% |
2024 | -1.53% | 0.86% | 2.61% | 3.79% | 0.74% | 11.01% | 0.72% | 3.83% | 6.24% | -5.32% | 3.11% | 2.44% | 31.43% |
2023 | -4.17% | -1.29% | -0.35% | 5.75% | 7.65% | 3.17% | -0.27% | 1.17% | -1.92% | -2.54% | 8.24% | 3.53% | 19.65% |
2022 | -4.22% | -3.61% | 3.84% | -0.66% | -6.94% | -6.26% | 9.35% | 5.17% | -1.31% | 1.06% | 0.00% | -2.25% | -6.85% |
2021 | – | 8.59% | 4.00% | -0.94% | 5.71% | 5.05% | 4.09% | 7.74% | 1.71% | 2.56% | -3.27% | 2.54% | 44.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Jun_2023 | 17.60% | 19 mo |
| Jan_2025 | Feb_2025 | May_2025 | 14.79% | 4 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 11.10% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.98% | 1 mo · open |
| Dec_2025 | Jan_2026 | Feb_2026 | 6.28% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
18.46%
Downside deviation
15.85%