Know Your PMS · Monthly tearsheet
Agreya Total Return
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_202640 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 Total Return Index
CAGR
20.37%
Total return
85.53%
Max drawdown
-24.58%
Sharpe
0.99
Sortino
0.89
Calmar
0.83
Win months
70.00%
Best / worst month
19.6% / -15.4%
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 | -3.59% | -1.11% | -9.11% | 19.63% | 7.17% | 1.12% | 3.05% | 3.12% | – | – | – | – | 19.38% |
2025 | -10.85% | -15.40% | 5.72% | 1.29% | 5.93% | 6.52% | -3.19% | -2.16% | 1.63% | 0.07% | 2.37% | -1.44% | -11.43% |
2024 | 3.98% | 2.00% | -5.40% | 8.89% | -4.70% | 7.51% | 6.36% | 5.31% | 1.48% | 0.06% | 2.16% | 0.02% | 30.09% |
2023 | – | – | – | – | 2.84% | 6.94% | 7.59% | 7.93% | -0.51% | -2.99% | 5.63% | 3.60% | 34.88% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jul_2026 | 24.58% | 18 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 5.40% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 4.70% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.48% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
20.77%
Downside deviation
23.01%