Know Your PMS · Monthly tearsheet
V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS
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 Aug_20269 months filedBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
24.57%
Max drawdown
-12.74%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
21.6% / -9.1%
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 | -7.73% | 4.84% | -9.14% | 21.65% | 12.58% | 6.59% | -1.31% | -0.91% | – | – | – | – | 25.47% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.72% | -0.72% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 12.74% | 4 mo |
| Jul_2026 | Aug_2026 | Ongoing | 2.21% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
31.96%
Downside deviation
18.74%