Know Your PMS · Monthly tearsheet
India Indices
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_20267 months filedBM: Nifty Total Return IndexBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
-4.02%
Max drawdown
-12.14%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
11.9% / -12.1%
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 | – | – | -12.14% | 11.86% | 0.39% | 0.91% | 2.38% | -0.23% | -5.62% | – | – | – | -4.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 12.14% | 4 mo |
| Aug_2026 | Sep_2026 | Ongoing | 5.84% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
23.62%
Downside deviation
26.76%