Know Your PMS · Monthly tearsheet
Almondz AIM Multi Cap Investment Approach
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_202623 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
-6.53%
Total return
-12.15%
Max drawdown
-27.10%
Sharpe
-0.22
Sortino
-0.30
Calmar
-0.24
Win months
43.48%
Best / worst month
15.2% / -14.5%
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 | -3.38% | -1.03% | -14.49% | 15.24% | 3.23% | 2.38% | 1.45% | -1.09% | -1.39% | – | – | – | -1.46% |
2025 | -6.29% | -12.19% | 1.15% | 6.08% | 5.22% | 5.06% | -2.74% | -5.50% | 1.30% | 3.43% | -1.93% | -1.33% | -9.05% |
2024 | – | – | – | – | – | – | – | – | – | – | 0.00% | -1.98% | -1.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Mar_2026 | Ongoing | 27.10% | 22 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
20.59%
Downside deviation
21.47%