Know Your PMS · Monthly tearsheet
KEY PICKS PORTFOLIO APPROACH
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 Mar_202416 months filed
CAGR
19.61%
Total return
26.96%
Max drawdown
-5.91%
Sharpe
1.66
Sortino
3.07
Calmar
3.32
Win months
56.25%
Best / worst month
6.8% / -3.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.93% | 1.96% | -0.21% | – | – | – | – | – | – | – | – | – | 0.80% |
2023 | -3.38% | -1.68% | -0.95% | 5.87% | 6.76% | 4.77% | 2.09% | 1.25% | 0.40% | -2.08% | 6.66% | 4.29% | 25.95% |
2022 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2023 | Mar_2023 | May_2023 | 5.91% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.08% | 1 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.93% | 1 mo |
| Mar_2024 | Mar_2024 | Ongoing | 0.21% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
10.87%
Downside deviation
6.39%