Know Your PMS · Monthly tearsheet
SRE LARGE AND MID CAP 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_202635 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
24.87%
Total return
91.15%
Max drawdown
-25.63%
Sharpe
1.17
Sortino
1.26
Calmar
0.97
Win months
62.86%
Best / worst month
14.4% / -12.5%
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 | -1.55% | 1.50% | -7.79% | 14.38% | 6.97% | 5.91% | -2.01% | 6.25% | – | – | – | – | 24.31% |
2025 | -12.51% | -11.84% | 9.78% | 6.36% | 9.75% | 5.70% | -3.09% | -2.00% | 1.06% | 2.10% | 1.73% | -1.08% | 3.03% |
2024 | 8.32% | -1.26% | 0.18% | 7.76% | 4.85% | 4.87% | 7.14% | -3.51% | -0.17% | -5.41% | 0.56% | 5.23% | 31.15% |
2023 | – | – | – | – | – | – | – | – | – | -0.28% | 10.06% | 3.69% | 13.80% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jun_2025 | 25.63% | 10 mo |
| Jul_2025 | Mar_2026 | Apr_2026 | 9.14% | 9 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 2.01% | 1 mo |
| Feb_2024 | Feb_2024 | Apr_2024 | 1.26% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.28% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
20.69%
Downside deviation
19.73%