Know Your PMS · Monthly tearsheet
Investment Approach 1
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_20233 months filed
CAGR
Needs 12 months
Total return
5.21%
Max drawdown
-0.55%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
4.9% / -0.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | – | – | 0.88% | – | – | – | – | – | – | – | – | – | 0.88% |
2022 | – | – | – | – | – | – | – | 4.87% | – | – | – | -0.55% | 4.29% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Dec_2022 | Mar_2023 | 0.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
7.94%
Downside deviation
1.91%