Know Your PMS · Monthly tearsheet
Bellwether Long Term 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: BenchmarkBM: BSE500TRI
CAGR
18.49%
Total return
161.57%
Max drawdown
-22.82%
Sharpe
1.04
Sortino
1.28
Calmar
0.81
Win months
58.82%
Best / worst month
15.1% / -9.6%
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 | -5.97% | 0.56% | -8.35% | 15.14% | -2.47% | 1.94% | 6.35% | 5.96% | 1.81% | – | – | – | 13.82% |
2025 | -7.13% | -8.22% | 5.30% | 0.24% | 5.31% | 4.10% | -2.35% | -3.52% | -1.43% | 3.75% | -0.79% | -5.09% | -10.52% |
2024 | 6.79% | 0.23% | 1.87% | 5.17% | 1.37% | 7.63% | 4.75% | -3.38% | 5.46% | -4.29% | 3.76% | 0.23% | 32.92% |
2023 | -1.92% | -1.43% | -2.36% | 9.96% | 7.17% | 6.80% | 4.89% | 8.50% | -2.22% | -0.65% | 4.14% | 0.89% | 38.00% |
2022 | -0.35% | -6.22% | 7.03% | 1.75% | -9.58% | -3.25% | 11.71% | 4.04% | -0.70% | 2.72% | 0.37% | -1.07% | 4.80% |
2021 | – | 13.61% | -1.45% | -0.63% | 7.03% | 3.77% | 5.13% | -2.08% | 9.30% | -0.84% | -3.71% | 0.64% | 33.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Sep_2026 | 22.82% | 23 mo |
| Oct_2021 | Jun_2022 | Oct_2022 | 14.45% | 12 mo |
| Dec_2022 | Mar_2023 | Apr_2023 | 6.61% | 4 mo |
| Aug_2024 | Aug_2024 | Sep_2024 | 3.38% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.86% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
17.88%
Downside deviation
14.45%