Know Your PMS · Monthly tearsheet
SRE INFLECTION 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_202634 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
6.87%
Total return
20.72%
Max drawdown
-26.63%
Sharpe
0.42
Sortino
0.42
Calmar
0.26
Win months
47.06%
Best / worst month
17.0% / -12.1%
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 | -2.81% | -0.55% | -12.12% | 17.02% | -2.14% | 4.64% | -1.19% | 0.43% | – | – | – | – | 1.01% |
2025 | -8.00% | -9.21% | 8.17% | 3.09% | 10.35% | 3.73% | -3.32% | -1.80% | 3.75% | 2.05% | -0.16% | -3.06% | 3.72% |
2024 | 5.54% | -1.47% | -2.62% | 9.54% | 3.49% | 9.16% | 5.11% | -4.19% | -1.99% | -6.41% | 2.09% | -2.10% | 15.69% |
2023 | – | – | – | – | – | – | – | – | – | – | 0.21% | -0.61% | -0.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 26.63% | 25 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.05% | 2 mo |
| Dec_2023 | Dec_2023 | Jan_2024 | 0.61% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
20.30%
Downside deviation
16.53%