Know Your PMS · Monthly tearsheet
SRE IGNITED IDEAS
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_202619 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
21.17%
Total return
35.54%
Max drawdown
-17.60%
Sharpe
0.94
Sortino
1.06
Calmar
1.20
Win months
63.16%
Best / worst month
18.3% / -11.9%
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 | -2.54% | 0.72% | -11.87% | 18.27% | -1.60% | 5.90% | 1.49% | 1.11% | – | – | – | – | 9.41% |
2025 | – | -8.45% | 8.80% | 1.83% | 11.96% | 4.91% | 2.51% | -0.01% | 3.23% | 3.18% | -2.52% | -2.29% | 23.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 17.60% | 7 mo |
| Feb_2025 | Feb_2025 | Apr_2025 | 8.45% | 2 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
22.72%
Downside deviation
19.98%