Know Your PMS · Monthly tearsheet
BLUECHIP- Long Term Capital Appreciation through Equity MF
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_202667 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
-5.68%
Total return
-27.84%
Max drawdown
-57.94%
Sharpe
0.00
Sortino
-0.14
Calmar
-0.10
Win months
59.70%
Best / worst month
9.2% / -57.9%
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 | -0.98% | 0.42% | -8.99% | 6.48% | 0.00% | 1.71% | 1.61% | 0.38% | -4.64% | – | – | – | -4.67% |
2025 | -1.93% | -6.23% | 6.73% | 3.15% | 2.42% | 3.05% | -1.60% | -2.13% | 0.86% | 3.66% | 1.77% | -0.31% | 9.15% |
2024 | 0.72% | 1.38% | -0.63% | 2.58% | 1.37% | 6.35% | 4.34% | 1.24% | 2.29% | -5.84% | -0.09% | -1.99% | 11.79% |
2023 | -1.75% | -1.33% | -0.09% | 3.86% | 3.81% | 4.17% | 3.80% | -0.63% | 2.17% | -3.09% | 6.63% | -57.94% | -50.17% |
2022 | 0.27% | -4.38% | 3.29% | -1.56% | -2.41% | -4.75% | 9.19% | 4.11% | -2.89% | 4.89% | 2.68% | -2.95% | 4.56% |
2021 | – | – | 0.12% | -0.35% | 6.66% | 2.01% | 2.15% | 5.74% | 2.31% | 0.64% | -3.49% | 2.20% | 19.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2023 | Dec_2023 | Ongoing | 57.94% | 34 mo · open |
| Nov_2021 | Jun_2022 | Aug_2022 | 10.62% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.00% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.09% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.89% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
27.44%
Downside deviation
41.00%