Know Your PMS · Monthly tearsheet
Sticker Shock
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 Apr_202663 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
0.81%
Total return
4.31%
Max drawdown
-22.77%
Sharpe
0.13
Sortino
0.06
Calmar
0.04
Win months
55.56%
Best / worst month
13.4% / -11.8%
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 | -3.59% | -0.88% | -11.77% | 0.00% | – | – | – | – | – | – | – | – | -15.69% |
2025 | -4.83% | -5.30% | 5.77% | 2.96% | 2.05% | 4.86% | 1.63% | -2.59% | -2.36% | 0.99% | -0.88% | -0.40% | 1.22% |
2024 | -0.88% | 0.14% | 0.52% | -1.84% | 1.66% | 5.82% | 2.57% | 0.07% | 1.89% | -5.54% | -2.82% | -1.42% | -0.29% |
2023 | -2.40% | -1.51% | 0.47% | 3.01% | 3.16% | 4.68% | 1.01% | 3.68% | 1.79% | -2.40% | 2.09% | 2.89% | 17.41% |
2022 | -4.13% | -2.17% | -0.49% | 0.64% | -5.87% | -4.28% | 13.36% | 3.49% | -2.79% | 0.28% | -0.52% | -3.09% | -6.69% |
2021 | – | 0.09% | 0.02% | 0.02% | 2.75% | 0.77% | 3.49% | 3.44% | 3.37% | -1.48% | -3.32% | 2.40% | 11.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 22.77% | 19 mo · open |
| Oct_2021 | Jun_2022 | Aug_2023 | 17.46% | 22 mo |
| Oct_2023 | Oct_2023 | Dec_2023 | 2.40% | 2 mo |
| Jan_2024 | Apr_2024 | Jun_2024 | 2.06% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
12.44%
Downside deviation
13.01%