Know Your PMS · Monthly tearsheet
Multicap PMS Series/1/2025
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_202614 months filedBM: BSE 500 TRIBM: Benchmark
CAGR
0.85%
Total return
0.99%
Max drawdown
-11.33%
Sharpe
0.13
Sortino
0.05
Calmar
0.08
Win months
42.86%
Best / worst month
14.5% / -9.6%
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 | -1.25% | -0.69% | -9.58% | 14.47% | 1.79% | -4.41% | 3.88% | -0.99% | -5.17% | – | – | – | -3.67% |
2025 | – | – | – | – | – | – | – | 0.00% | 2.33% | 1.30% | -0.03% | 1.17% | 4.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Apr_2026 | 11.33% | 3 mo |
| Jun_2026 | Sep_2026 | Ongoing | 6.77% | 4 mo · open |
| Nov_2025 | Nov_2025 | Dec_2025 | 0.03% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
17.97%
Downside deviation
15.55%