Know Your PMS · Monthly tearsheet
PMS for PFs and Special Mandates
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 May_202616 months filedBM: CRISILCOMPOSITEBONDBM: Crisil Composite Bond Fund IndexBM: Benchmark
CAGR
8.27%
Total return
11.17%
Max drawdown
0.00%
Sharpe
4.09
Sortino
Not reported
Calmar
Not reported
Win months
93.75%
Best / worst month
2.7% / 0.0%
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 | 0.54% | 0.53% | 0.56% | 0.57% | 0.59% | – | – | – | – | – | – | – | 2.82% |
2025 | – | 0.00% | 2.71% | 0.57% | 0.58% | 0.56% | 0.58% | 0.57% | 0.57% | 0.58% | 0.56% | 0.58% | 8.12% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
15 mo
Longest loss streak
0 mo
Ann. volatility
1.89%
Downside deviation
0.00%