Know Your PMS · Monthly tearsheet
BCAD BREAKOUT 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 Sep_202654 months filedBM: BenchmarkBM: BSE500TRIBM: S and PBSE500TRI
CAGR
12.35%
Total return
68.87%
Max drawdown
-21.01%
Sharpe
0.82
Sortino
0.84
Calmar
0.59
Win months
59.26%
Best / worst month
11.1% / -12.4%
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 | -4.69% | -0.16% | -12.36% | 11.07% | 1.37% | 4.51% | 3.43% | 3.02% | -1.89% | – | – | – | 2.59% |
2025 | -6.64% | -8.97% | 6.99% | 3.26% | 4.56% | 6.52% | -3.80% | -4.17% | 0.97% | 1.76% | 0.61% | -0.61% | -0.95% |
2024 | -0.26% | 1.73% | -2.46% | 5.50% | -1.98% | 6.61% | 5.33% | 0.03% | -0.65% | -2.15% | 0.73% | -1.68% | 10.68% |
2023 | -2.80% | -1.14% | -1.21% | 3.27% | 6.89% | 4.81% | 5.63% | 0.17% | 3.12% | -3.33% | 8.23% | 5.27% | 31.99% |
2022 | – | – | – | 3.32% | -3.65% | -2.67% | 9.47% | 4.89% | 1.03% | 3.19% | 0.27% | -2.18% | 13.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 21.01% | 15 mo · open |
| Sep_2024 | Feb_2025 | Jun_2025 | 18.18% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 7.14% | 5 mo |
| May_2022 | Jun_2022 | Jul_2022 | 6.22% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.33% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
15.57%
Downside deviation
14.77%