Know Your PMS · Monthly tearsheet
Bay Capital Quant Edge Portfolio
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 Mar_202617 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
-6.32%
Total return
-8.83%
Max drawdown
-24.25%
Sharpe
-0.23
Sortino
-0.26
Calmar
-0.26
Win months
35.29%
Best / worst month
8.6% / -13.0%
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 | 0.00% | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | -13.00% | -12.93% | 7.49% | -1.66% | 8.61% | 2.39% | -1.60% | -2.50% | 2.03% | 5.30% | -0.37% | -1.39% | -9.83% |
2024 | – | – | – | – | – | – | – | – | – | – | 0.00% | 1.10% | 1.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Ongoing | 24.25% | 15 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
19.10%
Downside deviation
24.49%