Know Your PMS · Monthly tearsheet
Small cap
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 Mar_20239 months filed
CAGR
Needs 12 months
Total return
11.67%
Max drawdown
-3.86%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
9.2% / -2.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -2.49% | – | -1.40% | – | – | – | – | – | – | – | – | – | -3.86% |
2022 | -0.78% | – | – | – | – | – | 9.16% | – | -0.69% | – | 2.44% | – | 10.19% |
2021 | – | – | – | – | – | – | – | – | – | 0.13% | -0.16% | 5.44% | 5.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2023 | Mar_2023 | Ongoing | 3.86% | 2 mo · open |
| Jan_2022 | Jan_2022 | Jul_2022 | 0.78% | 1 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 0.69% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 0.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
12.31%
Downside deviation
4.72%