Know Your PMS · Monthly tearsheet
Wright Debt Fund
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_202636 months filedBM: BenchmarkBM: CRISIL Composite Bond Fund IndexBM: CRISILCOMPOSITEBOND
CAGR
5.54%
Total return
17.55%
Max drawdown
-2.13%
Sharpe
1.87
Sortino
1.41
Calmar
2.60
Win months
88.89%
Best / worst month
3.5% / -2.1%
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 | 3.49% | 0.18% | -2.13% | 0.26% | 0.51% | -0.55% | 0.29% | 1.21% | – | – | – | – | 3.22% |
2025 | 0.25% | 0.15% | 0.41% | 0.54% | 0.40% | -0.05% | 0.24% | 1.14% | 2.42% | -0.57% | 0.67% | 0.88% | 6.64% |
2024 | 0.38% | 0.42% | 1.11% | 0.50% | 0.44% | 0.14% | 0.13% | 0.22% | 0.27% | 0.26% | 0.10% | 0.26% | 4.31% |
2023 | – | – | – | – | – | – | – | – | 0.67% | 0.33% | 0.73% | 0.63% | 2.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 2.13% | 6 mo · open |
| Oct_2025 | Oct_2025 | Nov_2025 | 0.57% | 1 mo |
| Jun_2025 | Jun_2025 | Jul_2025 | 0.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
21 mo
Longest loss streak
1 mo
Ann. volatility
2.87%
Downside deviation
3.94%