Know Your PMS · Monthly tearsheet
APJ
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_202617 months filedBM: BenchmarkBM: BSE500TRIBM: S and PBSE500TRI
CAGR
11.33%
Total return
16.43%
Max drawdown
-17.27%
Sharpe
0.70
Sortino
0.72
Calmar
0.66
Win months
58.82%
Best / worst month
11.7% / -10.6%
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 | -3.64% | -1.90% | -10.58% | 11.66% | 1.32% | 5.42% | 3.40% | 3.08% | -1.29% | – | – | – | 6.07% |
2025 | – | – | – | – | 6.85% | 4.96% | -1.83% | -3.28% | 0.49% | 3.36% | 0.35% | -1.10% | 9.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 17.27% | 12 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.29% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
16.79%
Downside deviation
15.81%