Know Your PMS · Monthly tearsheet
BEA-INDIA GROWTH FUND (BEA-IGF)
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_202646 months filedBM: BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
28.98%
Total return
165.26%
Max drawdown
-29.53%
Sharpe
1.23
Sortino
1.57
Calmar
0.98
Win months
63.04%
Best / worst month
22.4% / -12.3%
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 | -4.18% | -3.27% | -12.30% | 22.39% | 0.49% | 4.15% | -3.09% | 2.81% | -3.90% | – | – | – | -0.31% |
2025 | -2.17% | -10.77% | 11.55% | 2.44% | 13.71% | 3.07% | -7.11% | -4.29% | 3.70% | 4.09% | -5.21% | -4.70% | 1.35% |
2024 | 9.21% | 1.19% | 0.00% | 5.18% | -1.84% | 3.69% | -0.92% | 1.41% | -0.04% | 2.12% | 0.68% | -1.27% | 20.61% |
2023 | – | -2.67% | 1.06% | 11.39% | 7.18% | 7.14% | 8.00% | 5.50% | 7.11% | 2.23% | 11.39% | 5.91% | 85.18% |
2021 | – | 12.43% | 4.54% | – | – | – | – | – | – | – | – | – | 17.53% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 29.53% | 15 mo · open |
| Dec_2024 | Feb_2025 | May_2025 | 13.81% | 5 mo |
| Feb_2023 | Feb_2023 | Apr_2023 | 2.67% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 1.84% | 1 mo |
| Jul_2024 | Jul_2024 | Aug_2024 | 0.92% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
5 mo
Ann. volatility
22.57%
Downside deviation
18.49%