Know Your PMS · Monthly tearsheet
Multicap 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_202660 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
4.52%
Total return
24.74%
Max drawdown
-15.75%
Sharpe
0.40
Sortino
0.39
Calmar
0.29
Win months
50.00%
Best / worst month
14.6% / -11.7%
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 | -0.57% | 0.12% | -11.67% | 14.64% | 5.81% | -3.72% | 4.31% | 3.76% | -8.19% | – | – | – | 2.04% |
2025 | -2.87% | -3.55% | 3.86% | 2.73% | 6.20% | 3.39% | -2.53% | -2.90% | 1.68% | 1.25% | -1.36% | -0.31% | 5.15% |
2024 | 0.61% | 1.75% | -1.53% | 0.40% | 0.02% | 5.00% | 5.62% | 0.17% | -0.02% | -2.18% | -1.07% | -1.81% | 6.83% |
2023 | -2.85% | -1.14% | -0.19% | 1.34% | 3.25% | 2.44% | 3.25% | -2.21% | 0.68% | -2.30% | 6.30% | 5.95% | 14.93% |
2022 | -0.42% | -2.70% | -0.12% | 1.44% | -1.95% | -3.12% | 3.49% | 0.51% | -1.47% | 1.07% | 3.39% | -4.40% | -4.53% |
2021 | – | – | – | – | – | – | – | – | – | 0.00% | -0.01% | -0.83% | -0.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | May_2026 | 15.75% | 10 mo |
| Sep_2024 | Feb_2025 | May_2025 | 11.00% | 8 mo |
| Nov_2021 | Mar_2023 | Jul_2023 | 9.25% | 20 mo |
| Sep_2026 | Sep_2026 | Ongoing | 8.19% | 1 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.81% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
6 mo
Ann. volatility
13.17%
Downside deviation
11.67%