Know Your PMS · Monthly tearsheet
All Weather Equity
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_202651 months filedBM: Nifty Total Return IndexBM: BenchmarkBM: NIFTY50TRI
CAGR
14.37%
Total return
76.95%
Max drawdown
-16.16%
Sharpe
1.08
Sortino
0.96
Calmar
0.89
Win months
70.59%
Best / worst month
10.5% / -10.3%
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 | -3.04% | 0.96% | -10.31% | 10.51% | 0.08% | 2.22% | 1.61% | 1.14% | -5.77% | – | – | – | -3.88% |
2025 | -4.16% | -7.67% | 6.42% | 2.47% | 3.99% | 4.09% | -1.92% | -1.40% | 1.47% | 3.21% | 0.31% | -0.39% | 5.70% |
2024 | 1.52% | 2.22% | 1.14% | 4.83% | 2.02% | 6.83% | 4.02% | 1.09% | 2.51% | -5.17% | 0.53% | -0.62% | 22.46% |
2023 | -2.10% | -1.38% | 0.33% | 4.61% | 4.49% | 3.86% | 3.64% | 0.16% | 1.95% | -1.78% | 6.81% | 6.47% | 29.99% |
2022 | – | – | – | – | – | – | 5.05% | 3.91% | -2.15% | 2.90% | 2.23% | -2.63% | 9.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 16.16% | 12 mo |
| Dec_2025 | Mar_2026 | Jul_2026 | 12.54% | 7 mo |
| Dec_2022 | Feb_2023 | May_2023 | 5.99% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.77% | 1 mo · open |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.15% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
13.20%
Downside deviation
14.94%