Know Your PMS · Monthly tearsheet
AVESTHA GROWTH
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_202668 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRIBM: Benchmark
CAGR
22.71%
Total return
218.97%
Max drawdown
-24.39%
Sharpe
1.11
Sortino
1.27
Calmar
0.93
Win months
66.18%
Best / worst month
21.2% / -11.2%
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 | -6.41% | -0.11% | -11.17% | 21.23% | 1.39% | 4.63% | 5.68% | 0.64% | -2.83% | – | – | – | 10.37% |
2025 | -7.88% | -10.04% | 9.87% | 4.30% | 9.84% | 3.48% | -2.92% | -8.06% | -1.14% | 6.44% | -0.81% | -2.27% | -1.73% |
2024 | -5.68% | 0.23% | 1.27% | 7.77% | 2.21% | 10.12% | 6.86% | 2.19% | 2.16% | -5.45% | 0.14% | 4.02% | 27.59% |
2023 | -2.73% | 1.15% | 0.69% | 7.40% | 7.16% | 2.08% | 0.41% | 8.46% | -1.10% | -2.22% | 9.91% | -1.14% | 33.19% |
2022 | -1.97% | -8.23% | 5.24% | 10.65% | -4.70% | -3.98% | 7.45% | 9.24% | -0.04% | 1.04% | 2.47% | -2.18% | 13.91% |
2021 | – | 12.32% | 0.72% | 0.01% | 10.43% | 2.37% | 8.34% | 3.73% | 1.10% | 0.30% | 0.52% | 3.68% | 51.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 24.39% | 12 mo |
| Oct_2024 | Feb_2025 | May_2025 | 18.38% | 7 mo |
| Jan_2022 | Feb_2022 | Apr_2022 | 10.04% | 3 mo |
| May_2022 | Jun_2022 | Aug_2022 | 8.49% | 3 mo |
| Dec_2023 | Jan_2024 | Apr_2024 | 6.76% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
20.23%
Downside deviation
17.82%