Know Your PMS · Monthly tearsheet
Avendus Margin of Safety
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: NIFTY50TRI
CAGR
Needs 12 months
Total return
-12.75%
Max drawdown
-13.41%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
7.8% / -10.6%
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 | -3.32% | 0.57% | -10.60% | 7.75% | 0.62% | 0.08% | -0.22% | -0.14% | -6.80% | – | – | – | -12.41% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.39% | -0.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 13.41% | 10 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
16.07%
Downside deviation
18.43%