Know Your PMS · Monthly tearsheet
Research Picks I 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 Aug_202645 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
13.41%
Total return
60.31%
Max drawdown
-18.16%
Sharpe
0.92
Sortino
0.98
Calmar
0.74
Win months
57.78%
Best / worst month
10.1% / -9.7%
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 | -3.45% | -2.87% | -9.67% | 10.12% | 2.31% | 4.49% | 6.41% | 2.18% | – | – | – | – | 8.43% |
2025 | -6.42% | -7.63% | 7.22% | 0.94% | 3.81% | 4.28% | -5.32% | -1.63% | -1.85% | 6.17% | 0.89% | -1.34% | -2.16% |
2024 | -1.21% | 0.89% | -0.88% | -0.24% | -0.80% | 7.67% | 6.00% | 3.02% | 5.85% | -4.46% | 3.19% | 0.42% | 20.46% |
2023 | -2.67% | -0.61% | -0.39% | 5.60% | 5.44% | 3.05% | 1.33% | 0.95% | 0.58% | -1.23% | 4.81% | 6.53% | 25.45% |
2022 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 18.16% | 12 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 14.42% | 8 mo |
| Jan_2023 | Mar_2023 | Apr_2023 | 3.64% | 3 mo |
| Jan_2024 | May_2024 | Jun_2024 | 2.23% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.23% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.69%
Downside deviation
13.69%