Know Your PMS · Monthly tearsheet
KALPAVRUKSHA MODERATE SCHEME
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 Jun_202637 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY50HybridCompositeDebt40:60IndexBM: NIFTY 50 Hybrid Composite Debt 40:60 Index
CAGR
-4.74%
Total return
-13.89%
Max drawdown
-38.36%
Sharpe
-0.06
Sortino
-0.12
Calmar
-0.12
Win months
64.86%
Best / worst month
4.0% / -38.4%
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 | 0.64% | 1.09% | -2.15% | 0.37% | 0.00% | 0.00% | – | – | – | – | – | – | -0.08% |
2025 | -0.20% | -2.36% | 3.33% | 2.19% | 1.73% | – | -0.62% | 1.09% | 1.50% | 1.50% | 0.78% | 0.98% | 10.25% |
2024 | 1.55% | 1.88% | -0.12% | 1.88% | – | 3.24% | 2.05% | 1.10% | 2.07% | -3.26% | -0.10% | -0.34% | 10.24% |
2023 | – | – | – | -38.36% | 2.14% | 2.15% | 2.08% | -0.16% | 1.29% | -0.86% | 3.63% | 3.95% | -29.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2023 | Apr_2023 | Ongoing | 38.36% | 37 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
22.74%
Downside deviation
40.37%