Know Your PMS · Monthly tearsheet
BM LEGACY BUILDERS
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_202618 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
-9.24%
Total return
-13.53%
Max drawdown
-22.43%
Sharpe
-0.51
Sortino
-0.62
Calmar
-0.41
Win months
38.89%
Best / worst month
13.6% / -8.6%
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 | -4.84% | -5.05% | -8.60% | 13.60% | -1.93% | 3.30% | 1.12% | -1.91% | -5.71% | – | – | – | -11.11% |
2025 | – | – | – | 0.00% | 0.90% | 0.87% | 0.64% | -0.68% | -0.14% | 1.95% | -1.60% | -4.55% | -2.72% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 22.43% | 11 mo · open |
| Aug_2025 | Sep_2025 | Oct_2025 | 0.82% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
5 mo
Ann. volatility
15.93%
Downside deviation
14.96%