Know Your PMS · Monthly tearsheet
MOMENTUM 20 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 Sep_202629 months filedBM: BSE500TRIBM: BenchmarkBM: BSE 500 TRI
CAGR
5.20%
Total return
13.04%
Max drawdown
-37.20%
Sharpe
0.33
Sortino
0.38
Calmar
0.14
Win months
37.93%
Best / worst month
19.1% / -8.8%
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 | -5.10% | -0.60% | -4.38% | 19.09% | 8.75% | 5.51% | -2.30% | 14.46% | 5.25% | – | – | – | 45.07% |
2025 | -2.17% | -5.25% | 0.03% | -5.14% | 6.83% | 2.32% | -3.22% | -4.68% | -3.36% | 1.25% | -0.54% | -3.00% | -16.27% |
2024 | – | – | – | – | 0.00% | 5.42% | 6.17% | -2.01% | -1.92% | -8.79% | -2.26% | -2.95% | -6.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Sep_2026 | 37.20% | 25 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
7 mo
Ann. volatility
21.14%
Downside deviation
13.58%