Know Your PMS · Monthly tearsheet
HealthCare - Long Term Capital Appreciation through equities
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: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
8.12%
Total return
54.62%
Max drawdown
-18.80%
Sharpe
0.59
Sortino
0.66
Calmar
0.43
Win months
50.75%
Best / worst month
11.7% / -9.3%
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 | -6.72% | -0.02% | -9.25% | 11.68% | 5.10% | -0.15% | 0.63% | 0.77% | -4.23% | – | – | – | -3.67% |
2025 | -2.27% | -3.58% | 5.98% | -0.89% | 0.45% | 6.57% | -1.22% | -4.84% | -0.80% | 1.89% | 3.66% | -2.59% | 1.65% |
2024 | 6.02% | -1.73% | -5.47% | 3.26% | -1.17% | 4.39% | 2.86% | 5.02% | 3.27% | -2.32% | 2.86% | 0.54% | 18.23% |
2023 | -3.45% | -0.12% | -2.93% | 4.41% | 10.03% | 6.46% | 1.90% | 1.23% | 3.08% | -7.04% | 10.63% | -0.21% | 24.93% |
2022 | -2.31% | -1.49% | 4.20% | -0.06% | -5.09% | -3.39% | 2.83% | 3.22% | -1.38% | 3.50% | 0.27% | -2.65% | -2.82% |
2021 | – | – | -5.85% | -0.50% | 1.92% | 7.97% | 2.82% | 1.41% | -2.81% | -3.48% | 9.88% | -0.71% | 10.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 18.80% | 15 mo · open |
| Dec_2021 | Mar_2023 | May_2023 | 9.68% | 17 mo |
| Feb_2024 | Mar_2024 | Jul_2024 | 7.11% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 7.04% | 1 mo |
| Mar_2021 | Apr_2021 | Jun_2021 | 6.32% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
15.09%
Downside deviation
12.33%