Know Your PMS · Monthly tearsheet
SRE FINANSYS QUANT MOMENTUM 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_20267 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
18.81%
Max drawdown
-2.52%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
85.71%
Best / worst month
12.8% / -2.5%
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 | – | 0.05% | 0.16% | 0.28% | 0.34% | 7.17% | -2.52% | 12.79% | – | – | – | – | 18.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2026 | Jul_2026 | Aug_2026 | 2.52% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
17.27%
Downside deviation
8.73%