Know Your PMS · Monthly tearsheet
Ametra FactorShields PMS
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 Aug_20268 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
-44.36%
Max drawdown
-44.36%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
25.00%
Best / worst month
1.9% / -37.6%
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 | -2.37% | 1.95% | -11.06% | 0.66% | 0.00% | -37.56% | 0.00% | 0.00% | – | – | – | – | -44.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Jun_2026 | Ongoing | 44.36% | 8 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
43.31%
Downside deviation
78.45%