Know Your PMS · Monthly tearsheet
Growth Scheme
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 Feb_202512 months filed
CAGR
3.16%
Total return
3.16%
Max drawdown
-10.24%
Sharpe
0.34
Sortino
0.24
Calmar
0.31
Win months
66.67%
Best / worst month
5.0% / -5.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | – | -5.48% | – | – | – | – | – | – | – | – | – | – | -5.48% |
2024 | – | – | -1.00% | 2.06% | 1.30% | 5.04% | 2.16% | 1.29% | 2.73% | -5.19% | 0.16% | – | 8.53% |
2023 | – | – | – | – | – | – | – | -1.28% | 1.87% | – | – | – | 0.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 10.24% | 3 mo · open |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.28% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.00% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
10.35%
Downside deviation
13.37%