Know Your PMS · Monthly tearsheet
SRE Small Cap
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
-4.23%
Total return
-6.61%
Max drawdown
-17.11%
Sharpe
-0.09
Sortino
-0.18
Calmar
-0.25
Win months
52.63%
Best / worst month
14.3% / -14.1%
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 | -4.64% | 2.99% | -8.55% | 5.01% | 1.05% | -0.86% | 0.79% | 0.00% | – | – | – | – | -4.77% |
2025 | – | -14.12% | 14.33% | -4.44% | 9.72% | 3.22% | -3.28% | -6.53% | 1.02% | 4.44% | -4.20% | 1.00% | -1.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 17.11% | 14 mo · open |
| Feb_2025 | Feb_2025 | May_2025 | 14.12% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
21.80%
Downside deviation
24.05%