Know Your PMS · Monthly tearsheet
SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD
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_202525 months filed
CAGR
13.89%
Total return
31.13%
Max drawdown
-13.51%
Sharpe
1.12
Sortino
1.29
Calmar
1.03
Win months
60.00%
Best / worst month
6.7% / -8.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -2.79% | – | – | – | – | – | – | – | – | – | – | – | -2.79% |
2024 | 1.41% | 2.86% | 1.46% | 0.82% | -0.29% | 5.76% | 6.46% | -0.26% | 1.31% | -8.01% | -0.66% | -2.64% | 7.69% |
2023 | -2.94% | -1.33% | 0.06% | 4.60% | 4.00% | 3.55% | 3.42% | -1.42% | 2.66% | -2.18% | 6.71% | 6.21% | 25.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Jan_2025 | Ongoing | 13.51% | 4 mo · open |
| Jan_2023 | Feb_2023 | Apr_2023 | 4.23% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.18% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.42% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
12.11%
Downside deviation
10.77%