Know Your PMS · Monthly tearsheet
Wallfort Kosh Value 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
21.66%
Max drawdown
-13.60%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
52.17%
Best / worst month
22.3% / -13.6%
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 | – | – | -13.60% | 22.32% | 3.35% | 5.21% | 1.26% | 1.45% | 3.06% | – | – | – | 21.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 13.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
33.60%
Downside deviation
47.11%