Know Your PMS · Monthly tearsheet
Multicap Strategy
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_202615 months filedBM: BenchmarkBM: BSE500TRI
CAGR
-0.04%
Total return
-0.05%
Max drawdown
-10.41%
Sharpe
0.06
Sortino
-0.00
Calmar
-0.00
Win months
53.33%
Best / worst month
9.7% / -7.7%
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 | -2.75% | 0.59% | -7.71% | 9.71% | -0.62% | 2.62% | 2.11% | 1.90% | -4.34% | – | – | – | 0.54% |
2025 | – | – | – | – | – | – | -2.65% | -3.11% | 0.74% | 4.31% | 1.08% | -0.77% | -0.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jun_2026 | 10.41% | 6 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 5.68% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.34% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
13.66%
Downside deviation
13.32%