Know Your PMS · Monthly tearsheet
BB Micro-Mega
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_202620 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
20.64%
Total return
36.71%
Max drawdown
-11.60%
Sharpe
1.21
Sortino
1.60
Calmar
1.78
Win months
65.00%
Best / worst month
14.4% / -8.1%
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 | 3.37% | -3.82% | -8.09% | 14.37% | 6.91% | 2.53% | -0.50% | – | 1.96% | – | – | – | 16.22% |
2025 | 0.02% | -2.75% | 3.37% | 3.08% | 8.78% | 1.22% | -2.11% | -0.26% | 3.18% | 2.73% | -2.22% | 1.86% | 17.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Apr_2026 | 11.60% | 2 mo |
| Feb_2025 | Feb_2025 | Mar_2025 | 2.75% | 1 mo |
| Jul_2025 | Aug_2025 | Sep_2025 | 2.36% | 2 mo |
| Nov_2025 | Nov_2025 | Jan_2026 | 2.22% | 2 mo |
| Jul_2026 | Jul_2026 | Sep_2026 | 0.50% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
16.19%
Downside deviation
12.92%