Know Your PMS · Monthly tearsheet
SPIN OFF NEW
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_202310 months filed
CAGR
Needs 12 months
Total return
1.62%
Max drawdown
-11.56%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
7.0% / -4.7%
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 | -2.44% | -4.72% | -3.76% | 3.00% | 7.01% | – | – | – | – | – | – | – | -1.40% |
2022 | – | – | – | – | – | – | – | 2.76% | -1.01% | 1.32% | 1.15% | -1.14% | 3.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | Ongoing | 11.56% | 6 mo · open |
| Sep_2022 | Sep_2022 | Oct_2022 | 1.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
4 mo
Ann. volatility
11.65%
Downside deviation
10.36%