Know Your PMS · Monthly tearsheet
APRICUS WEALTH STERLING EQUITY STRATEGY
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_202610 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
11.50%
Max drawdown
-13.39%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
13.4% / -11.0%
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 | -4.17% | 1.55% | -11.00% | 13.38% | 1.92% | 7.64% | -0.50% | 4.65% | -1.16% | – | – | – | 10.88% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.56% | 0.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | May_2026 | 13.39% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.16% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.50% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
21.60%
Downside deviation
20.49%