Know Your PMS · Monthly tearsheet
HOLDCO
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 May_202422 months filed
CAGR
40.48%
Total return
86.48%
Max drawdown
-9.77%
Sharpe
2.00
Sortino
4.53
Calmar
4.14
Win months
68.18%
Best / worst month
17.9% / -4.2%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 5.74% | -0.39% | -4.17% | 8.44% | 17.88% | – | – | – | – | – | – | – | 29.02% |
2023 | -2.61% | -2.60% | -2.01% | 8.68% | 3.10% | 1.30% | 8.21% | 0.75% | 3.85% | -1.69% | 6.29% | 5.41% | 31.57% |
2022 | – | – | – | – | – | – | – | 5.66% | 0.07% | 3.26% | 3.65% | -2.93% | 9.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 9.77% | 5 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.54% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.69% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
17.59%
Downside deviation
8.94%