Know Your PMS · Monthly tearsheet
ValueQuest Growth
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_202630 months filedBM: BenchmarkBM: BSE 500 TRI
CAGR
14.67%
Total return
40.80%
Max drawdown
-20.77%
Sharpe
0.76
Sortino
0.81
Calmar
0.71
Win months
60.00%
Best / worst month
18.9% / -10.9%
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 | -6.45% | 3.55% | -5.71% | 18.88% | 5.99% | 5.74% | 1.42% | 5.01% | -4.81% | – | – | – | 23.37% |
2025 | -8.23% | -10.88% | 3.39% | 0.98% | 5.83% | 3.54% | -1.19% | -3.02% | -0.64% | 7.02% | -1.56% | -2.76% | -8.74% |
2024 | – | – | – | 6.44% | -0.04% | 11.22% | 3.83% | 1.16% | 3.86% | -5.09% | 1.11% | 0.95% | 25.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | May_2026 | 20.77% | 19 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.81% | 1 mo · open |
| May_2024 | May_2024 | Jun_2024 | 0.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
20.51%
Downside deviation
18.18%