Know Your PMS · Monthly tearsheet
AAA Sharia 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_202664 months filedBM: BenchmarkBM: BSE500TRI
CAGR
13.86%
Total return
99.80%
Max drawdown
-21.79%
Sharpe
0.97
Sortino
1.01
Calmar
0.64
Win months
62.50%
Best / worst month
13.2% / -9.8%
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 | -3.62% | -0.16% | -8.07% | 13.23% | 4.12% | – | – | – | – | – | – | – | 4.29% |
2025 | -6.40% | -9.78% | 6.07% | 0.19% | 6.50% | 1.13% | 0.16% | 0.57% | -2.29% | 1.80% | -0.17% | -3.21% | -6.42% |
2024 | 1.03% | 2.28% | -0.93% | 5.31% | 1.43% | 7.19% | 4.27% | 2.98% | 1.78% | -5.57% | 1.17% | -1.10% | 21.03% |
2023 | -1.86% | -0.81% | -0.81% | 2.24% | 6.03% | 3.64% | 1.92% | 4.04% | -0.19% | -1.60% | 7.20% | 3.31% | 25.12% |
2022 | -4.22% | -1.91% | 4.30% | -3.31% | -4.50% | -4.90% | 8.18% | 4.39% | -2.14% | 2.02% | 1.20% | -4.44% | -6.18% |
2021 | – | 4.11% | 4.97% | 2.69% | 6.20% | 5.10% | 3.17% | 5.28% | 2.32% | -1.93% | 0.81% | 4.70% | 44.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 21.79% | 20 mo · open |
| Jan_2022 | Jun_2022 | Jun_2023 | 13.95% | 17 mo |
| Oct_2021 | Oct_2021 | Dec_2021 | 1.93% | 2 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 1.79% | 2 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.93% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
14.43%
Downside deviation
13.70%