Know Your PMS · Monthly tearsheet
OTHERS
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 Nov_202557 months filedBM: CRISILCREDITBM: Benchmark
CAGR
9.29%
Total return
52.47%
Max drawdown
-9.45%
Sharpe
1.19
Sortino
1.29
Calmar
0.98
Win months
63.16%
Best / worst month
5.7% / -6.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -2.92% | -5.98% | 4.29% | 1.73% | 2.47% | 4.75% | -2.50% | -2.91% | 0.41% | 3.08% | 0.52% | – | 2.37% |
2024 | 1.42% | 0.92% | -3.72% | 2.60% | -0.96% | 3.88% | 3.18% | 1.65% | -0.49% | -0.32% | 1.10% | -0.79% | 8.55% |
2023 | -0.09% | -0.35% | 0.60% | 0.96% | 1.53% | 1.63% | 0.84% | 0.92% | 1.46% | -0.34% | 3.54% | 2.58% | 14.04% |
2022 | -0.02% | -2.10% | 0.46% | 0.34% | -2.43% | -1.18% | 2.60% | 1.33% | -0.28% | 1.74% | 0.55% | -0.29% | 0.60% |
2021 | – | – | -1.22% | 2.59% | 5.70% | 4.33% | 3.78% | 0.62% | 1.93% | -0.34% | -1.45% | 2.38% | 19.61% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Jun_2025 | 9.45% | 6 mo |
| Jul_2025 | Aug_2025 | Ongoing | 5.34% | 5 mo · open |
| Jan_2022 | Jun_2022 | Oct_2022 | 4.87% | 9 mo |
| Mar_2024 | Mar_2024 | Jun_2024 | 3.72% | 3 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 1.79% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
7.66%
Downside deviation
7.19%