Know Your PMS · Monthly tearsheet
GREEN 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 Jun_20238 months filed
CAGR
Needs 12 months
Total return
16.52%
Max drawdown
-4.43%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
7.3% / -3.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -0.98% | 2.66% | -0.06% | 5.13% | 7.35% | 3.67% | – | – | – | – | – | – | 18.86% |
2022 | – | – | – | – | – | – | – | – | – | – | 1.56% | -3.48% | -1.97% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Jan_2023 | Apr_2023 | 4.43% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
11.29%
Downside deviation
7.23%