Know Your PMS · Monthly tearsheet
BB CURATED CARE
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_202617 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
5.02%
Total return
7.18%
Max drawdown
-9.70%
Sharpe
0.45
Sortino
0.34
Calmar
0.52
Win months
58.82%
Best / worst month
8.2% / -9.7%
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 | -1.37% | 1.64% | -9.69% | 8.16% | 0.23% | 1.48% | 2.17% | – | -2.58% | – | – | – | -0.87% |
2025 | – | – | – | 0.00% | 1.35% | 3.16% | -1.82% | -0.73% | 1.56% | 3.45% | 1.25% | -0.26% | 8.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 9.70% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.58% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.54% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
12.07%
Downside deviation
14.58%