Know Your PMS · Monthly tearsheet
BADJATE MULTICAP 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_202616 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
6.96%
Total return
9.39%
Max drawdown
-19.47%
Sharpe
0.40
Sortino
0.39
Calmar
0.36
Win months
56.25%
Best / worst month
19.9% / -11.4%
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 | -1.77% | 0.26% | -11.42% | 19.92% | -1.01% | 3.89% | 0.08% | 6.10% | 0.60% | – | – | – | 14.93% |
2025 | – | – | – | – | – | 3.11% | -2.76% | -5.72% | 0.88% | 2.59% | -2.69% | -0.02% | -4.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Aug_2026 | 19.47% | 13 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
21.91%
Downside deviation
17.67%