Know Your PMS · Monthly tearsheet
BADJATE GROWTH FUND
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_202617 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
0.46%
Total return
0.65%
Max drawdown
-11.54%
Sharpe
0.11
Sortino
0.03
Calmar
0.04
Win months
47.06%
Best / worst month
15.2% / -8.9%
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 | 2.57% | -0.02% | -8.87% | 15.20% | 0.09% | -0.17% | 2.52% | -0.50% | -5.85% | – | – | – | 3.31% |
2025 | – | – | – | – | 0.00% | 2.92% | -5.13% | -5.99% | 2.05% | 4.36% | -2.00% | 1.69% | -2.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Apr_2026 | 11.54% | 9 mo |
| Aug_2026 | Sep_2026 | Ongoing | 6.32% | 2 mo · open |
| Jun_2026 | Jun_2026 | Jul_2026 | 0.17% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
17.97%
Downside deviation
16.40%