Know Your PMS · Monthly tearsheet
PLANTRICH HERITAGE VALUE PMS
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 Aug_20266 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
2.42%
Max drawdown
-0.94%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
1.5% / -0.9%
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 | – | – | -0.43% | 0.98% | -0.94% | 0.13% | 1.21% | 1.47% | – | – | – | – | 2.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2026 | May_2026 | Jul_2026 | 0.94% | 2 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 0.43% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
3.06%
Downside deviation
2.53%