Know Your PMS · Monthly tearsheet
WAVE Bloom
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_202629 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
10.57%
Total return
27.49%
Max drawdown
-10.07%
Sharpe
1.25
Sortino
1.37
Calmar
1.05
Win months
62.07%
Best / worst month
5.0% / -5.3%
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 | -0.34% | -0.20% | -5.32% | 2.07% | -3.59% | 0.39% | -0.49% | -0.67% | -2.20% | – | – | – | -10.07% |
2025 | 1.29% | 4.98% | 3.79% | 3.04% | 0.95% | 0.81% | -1.47% | 0.15% | 2.31% | 4.16% | 2.10% | 0.28% | 24.60% |
2024 | – | – | – | – | 0.00% | 3.59% | 3.03% | 2.45% | 4.71% | 0.41% | -0.61% | -0.43% | 13.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Sep_2026 | Ongoing | 10.07% | 9 mo · open |
| Jul_2025 | Jul_2025 | Sep_2025 | 1.47% | 2 mo |
| Nov_2024 | Dec_2024 | Jan_2025 | 1.04% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
8.17%
Downside deviation
7.71%