Know Your PMS · Monthly tearsheet
Special Situations
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_202649 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
24.71%
Total return
146.36%
Max drawdown
-21.31%
Sharpe
1.27
Sortino
1.58
Calmar
1.16
Win months
63.27%
Best / worst month
18.4% / -11.3%
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 | -1.88% | 0.86% | -11.32% | 18.44% | -0.84% | 3.93% | 0.28% | 3.43% | -1.00% | – | – | – | 10.00% |
2025 | -8.53% | -10.65% | 3.84% | 2.58% | 11.02% | 4.73% | -1.26% | -2.05% | 1.47% | 1.54% | -3.20% | -1.63% | -3.95% |
2024 | 11.05% | 2.59% | -2.97% | 10.26% | -2.87% | 8.20% | 2.96% | -2.12% | 0.72% | -2.72% | 1.00% | -0.60% | 26.98% |
2023 | -0.25% | 0.97% | 1.62% | 5.75% | 7.84% | 5.46% | 8.88% | 4.88% | 2.00% | -0.47% | 5.14% | 5.66% | 58.53% |
2022 | – | – | – | – | – | – | – | 10.24% | 1.53% | – | 4.08% | -0.56% | 15.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Aug_2026 | 21.31% | 24 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.97% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 2.87% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.00% | 1 mo · open |
| Dec_2022 | Jan_2023 | Feb_2023 | 0.81% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
18.77%
Downside deviation
15.67%