Know Your PMS · Monthly tearsheet
Vspartans Multicap Portfolio
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_202618 months filedBM: BenchmarkBM: S and P BSE 500 Total Return IndexBM: BSE500TRI
CAGR
2.39%
Total return
3.61%
Max drawdown
-15.67%
Sharpe
0.22
Sortino
0.13
Calmar
0.15
Win months
55.56%
Best / worst month
13.2% / -11.8%
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 | -3.34% | 2.07% | -11.75% | 13.19% | 1.73% | 2.89% | 1.21% | -2.21% | -4.41% | – | – | – | -2.41% |
2025 | – | – | – | 0.00% | 3.63% | 1.91% | -1.77% | -1.74% | 2.44% | 4.15% | 0.79% | -3.15% | 6.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 15.67% | 7 mo |
| Aug_2026 | Sep_2026 | Ongoing | 6.52% | 2 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.48% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
16.72%
Downside deviation
18.03%