Know Your PMS · Monthly tearsheet
BB MONEY PLANT
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_202618 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
35.10%
Total return
57.04%
Max drawdown
-9.94%
Sharpe
1.76
Sortino
3.02
Calmar
3.53
Win months
66.67%
Best / worst month
13.8% / -6.6%
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 | 3.59% | -3.61% | -6.57% | 13.82% | 9.81% | 4.34% | -0.92% | – | 4.20% | – | – | – | 25.60% |
2025 | – | – | 1.24% | 4.54% | 11.42% | 0.98% | -2.24% | -0.90% | 4.21% | 3.75% | -2.12% | 2.41% | 25.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Apr_2026 | 9.94% | 2 mo |
| Jul_2025 | Aug_2025 | Sep_2025 | 3.12% | 2 mo |
| Nov_2025 | Nov_2025 | Dec_2025 | 2.12% | 1 mo |
| Jul_2026 | Jul_2026 | Sep_2026 | 0.92% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
17.65%
Downside deviation
11.61%