Know Your PMS · Monthly tearsheet
AAA Focus Plan Equity
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 May_202632 months filedBM: BenchmarkBM: BSE500TRI
CAGR
9.64%
Total return
27.82%
Max drawdown
-16.71%
Sharpe
0.67
Sortino
0.61
Calmar
0.58
Win months
59.38%
Best / worst month
8.8% / -11.7%
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 | -4.10% | -0.53% | -11.72% | 8.80% | -0.51% | – | – | – | – | – | – | – | -8.84% |
2025 | -4.00% | -7.69% | 7.28% | 1.48% | 4.89% | 1.53% | -1.20% | -1.77% | -0.42% | 3.36% | 3.11% | -1.10% | 4.66% |
2024 | 0.19% | 0.79% | 0.50% | 6.16% | 1.76% | 6.90% | 4.49% | 1.27% | 3.69% | -4.51% | 1.68% | -2.07% | 22.27% |
2023 | – | – | – | – | – | – | – | – | – | -2.67% | 5.06% | 7.16% | 9.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 16.71% | 6 mo · open |
| Oct_2024 | Feb_2025 | Nov_2025 | 15.74% | 13 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
15.34%
Downside deviation
15.72%