Know Your PMS · Monthly tearsheet
Wallfort Avenue fund
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_20267 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
Needs 12 months
Total return
19.64%
Max drawdown
-4.20%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.00%
Best / worst month
11.7% / -4.2%
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 | – | – | -4.20% | 11.72% | 0.23% | -0.29% | 6.98% | 3.79% | 0.74% | – | – | – | 19.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 4.20% | 1 mo |
| Jun_2026 | Jun_2026 | Jul_2026 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
16.94%
Downside deviation
10.31%