Know Your PMS · Monthly tearsheet
Vallum India Discovery Strategy
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_202647 months filed
CAGR
15.60%
Total return
76.46%
Max drawdown
-31.61%
Sharpe
0.85
Sortino
0.92
Calmar
0.49
Win months
57.45%
Best / worst month
16.4% / -12.3%
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 | -6.96% | 0.45% | -9.01% | 16.36% | 3.46% | 4.25% | 1.33% | 8.27% | -2.30% | – | – | – | 14.39% |
2025 | -8.58% | -12.31% | 4.33% | 4.29% | 9.85% | 2.68% | -3.47% | -2.61% | -1.40% | 3.47% | -2.36% | -2.10% | -9.80% |
2024 | 4.42% | -3.13% | -2.27% | 9.10% | -1.57% | 9.45% | 3.68% | 2.16% | 4.14% | -7.21% | -2.78% | -1.16% | 14.28% |
2023 | -1.65% | 3.38% | -0.95% | 6.60% | 5.00% | 4.65% | 4.96% | 3.41% | 2.25% | -1.59% | 7.85% | 6.82% | 48.43% |
2022 | – | – | – | – | – | – | – | – | – | – | 3.58% | -2.66% | 0.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 31.61% | 24 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.33% | 2 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 4.27% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.59% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.57% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
18.96%
Downside deviation
17.02%