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
Strategy page
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
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
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%