Know Your PMS · Monthly tearsheet
TAMOHARA LONG TERM EQUITY STRATEGY
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 Sep_202642 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
14.53%
Total return
60.80%
Max drawdown
-20.65%
Sharpe
0.85
Sortino
0.98
Calmar
0.70
Win months
54.76%
Best / worst month
17.6% / -11.1%
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 | -4.30% | -0.30% | -11.11% | 17.65% | 2.37% | 7.32% | 0.26% | 4.95% | -2.98% | – | – | – | 11.91% |
2025 | -5.83% | -10.28% | 3.18% | 4.25% | 6.32% | 3.61% | -0.65% | -1.14% | -0.82% | 6.67% | -0.63% | -1.34% | 1.99% |
2024 | -1.66% | -0.21% | -3.09% | 7.10% | -2.76% | 8.44% | 1.85% | 3.74% | 1.22% | -3.89% | -0.20% | -2.09% | 7.87% |
2023 | – | – | – | 4.88% | 3.32% | 5.88% | 6.51% | 1.33% | 0.34% | -3.78% | 4.00% | 5.04% | 30.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 20.65% | 20 mo |
| Jan_2024 | Mar_2024 | Apr_2024 | 4.90% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.78% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.98% | 1 mo · open |
| May_2024 | May_2024 | Jun_2024 | 2.76% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
17.71%
Downside deviation
14.85%