Know Your PMS · Monthly tearsheet
Investment Approach 1
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 Feb_202412 months filed
CAGR
12.82%
Total return
12.82%
Max drawdown
-6.06%
Sharpe
0.97
Sortino
1.09
Calmar
2.12
Win months
58.33%
Best / worst month
5.9% / -6.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | – | -2.19% | – | – | – | – | – | – | – | – | – | – | -2.19% |
2023 | – | – | – | – | 3.22% | – | 3.24% | 2.19% | – | -2.76% | 5.91% | 5.16% | 17.94% |
2022 | – | – | – | – | -6.06% | – | – | 3.86% | -2.07% | – | 4.39% | -1.94% | -2.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2022 | May_2022 | May_2023 | 6.06% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.76% | 1 mo |
| Feb_2024 | Feb_2024 | Ongoing | 2.19% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
12.83%
Downside deviation
11.72%