Know Your PMS · Monthly tearsheet
Capital Appreciation - Select Direct Growth 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_202665 months filedBM: NIFTY50TRIBM: NIFTY 50 INDEX TRIBM: Benchmark
CAGR
15.36%
Total return
116.84%
Max drawdown
-15.05%
Sharpe
1.20
Sortino
1.24
Calmar
1.02
Win months
66.15%
Best / worst month
9.8% / -10.6%
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 | -0.58% | 0.53% | -10.61% | 9.81% | 1.40% | 1.27% | 2.82% | 1.07% | -5.02% | – | – | – | -0.56% |
2025 | -2.05% | -5.72% | 4.97% | 2.91% | 3.60% | 3.51% | -1.18% | -0.21% | 2.10% | 3.44% | 2.02% | 0.28% | 13.98% |
2024 | 2.22% | 2.78% | 0.69% | 3.60% | 1.60% | 4.92% | 4.86% | 1.01% | 2.30% | -5.26% | -0.47% | -2.44% | 16.45% |
2023 | -0.63% | -1.76% | 0.22% | 4.67% | 2.76% | 4.13% | 4.90% | -0.88% | 2.15% | -2.08% | 7.77% | 6.95% | 31.35% |
2022 | -0.89% | -4.30% | 3.00% | -1.08% | -2.62% | -4.67% | 9.35% | 3.28% | -2.92% | 3.59% | 3.32% | -1.55% | 3.64% |
2021 | – | – | – | – | 6.97% | 1.71% | 4.08% | 1.87% | 3.09% | 1.62% | -1.86% | 1.75% | 20.67% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 15.05% | 12 mo |
| Jan_2026 | Mar_2026 | Jun_2026 | 10.66% | 5 mo |
| Nov_2021 | Jun_2022 | Aug_2022 | 10.42% | 9 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.02% | 1 mo · open |
| Dec_2022 | Feb_2023 | Apr_2023 | 3.89% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
12.54%
Downside deviation
12.41%