Know Your PMS · Monthly tearsheet
APJ 20
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 Mar_202532 months filed
CAGR
19.61%
Total return
61.21%
Max drawdown
-17.59%
Sharpe
1.22
Sortino
1.45
Calmar
1.11
Win months
59.38%
Best / worst month
11.2% / -9.2%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -8.13% | -9.17% | 4.53% | – | – | – | – | – | – | – | – | – | -12.77% |
2024 | -0.12% | -0.47% | -4.42% | 6.94% | -2.62% | 8.53% | 5.87% | 1.58% | 0.09% | -2.68% | 1.62% | -0.14% | 14.16% |
2023 | -1.38% | 1.73% | -0.37% | 5.06% | 7.96% | 4.07% | 6.89% | 2.40% | 2.56% | -0.48% | 11.22% | 4.83% | 53.68% |
2022 | – | – | – | – | – | – | – | 3.58% | -0.71% | 2.64% | 3.17% | -3.27% | 5.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 17.59% | 6 mo · open |
| Jan_2024 | Mar_2024 | Apr_2024 | 4.98% | 3 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 4.60% | 4 mo |
| May_2024 | May_2024 | Jun_2024 | 2.62% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 0.71% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
15.54%
Downside deviation
13.50%