Know Your PMS · Monthly tearsheet
1729 FUNDAMENTAL VALUE INVESTING
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_202632 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 Total Return Index
CAGR
11.84%
Total return
34.78%
Max drawdown
-30.29%
Sharpe
0.52
Sortino
0.45
Calmar
0.39
Win months
56.25%
Best / worst month
20.2% / -14.9%
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 | -2.26% | 0.74% | -11.10% | 18.25% | 1.18% | 4.30% | 1.06% | 4.60% | -0.31% | – | – | – | 15.11% |
2025 | -9.67% | -14.86% | 2.03% | 4.45% | 20.22% | 7.41% | -6.19% | -1.41% | 2.43% | 6.81% | -2.11% | -1.97% | 2.76% |
2024 | – | 0.00% | -11.41% | 18.48% | -6.22% | 1.24% | 4.16% | 11.78% | 8.33% | -9.89% | 1.86% | -1.24% | 13.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 30.29% | 20 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 11.41% | 1 mo |
| May_2024 | May_2024 | Aug_2024 | 6.22% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.31% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
28.69%
Downside deviation
26.48%