Know Your PMS · Monthly tearsheet
INDIVIDUALLY MANAGED ACCOUNTS
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_202620 months filedBM: BSE500TRIBM: BenchmarkBM: S and PBSE500TRI
CAGR
3.46%
Total return
5.83%
Max drawdown
-13.02%
Sharpe
0.34
Sortino
0.38
Calmar
0.27
Win months
40.00%
Best / worst month
9.5% / -6.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -0.89% | -3.26% | -6.49% | 9.52% | 2.60% | 6.29% | 2.75% | 0.66% | -2.26% | – | – | – | 8.25% |
2025 | – | – | – | 0.00% | -0.12% | -0.36% | 0.76% | -1.25% | -1.83% | 3.00% | -1.41% | -1.45% | -2.72% |
2022 | – | – | – | – | – | 0.00% | 0.49% | – | – | – | – | – | 0.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Jun_2026 | 13.02% | 10 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.26% | 1 mo · open |
| May_2025 | Jun_2025 | Jul_2025 | 0.48% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
11.50%
Downside deviation
9.02%