Know Your PMS · Monthly tearsheet
Vivekam Large Cap Growth Plus
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_202615 months filedBM: NOT_SPECIFIEDBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
9.11%
Total return
11.52%
Max drawdown
-11.40%
Sharpe
0.60
Sortino
0.33
Calmar
0.80
Win months
60.00%
Best / worst month
12.7% / -11.4%
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 | -0.25% | 0.34% | -11.40% | 12.66% | 3.05% | 0.04% | 5.95% | 0.34% | – | – | – | – | 9.49% |
2025 | – | – | – | – | – | 0.00% | 0.00% | 0.00% | 0.00% | 0.86% | 0.10% | 0.88% | 1.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | May_2026 | 11.40% | 2 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.25% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
16.15%
Downside deviation
27.93%