Know Your PMS · Monthly tearsheet

CARNELIAN CAPITAL COMPOUNDER STRATEGY

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_202330 months filed
Strategy page
CAGR
17.84%
Total return
50.74%
Max drawdown
-20.11%
Sharpe
1.19
Sortino
1.44
Calmar
0.89
Win months
60.00%
Best / worst month
8.9% / -7.1%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-2.16%-3.22%-1.15%4.46%6.97%5.72%4.87%1.92%3.87%–––22.76%
2022
-5.07%-7.06%1.08%-0.72%-4.21%-5.80%8.95%5.52%-0.54%3.16%2.29%-2.28%-5.80%
2021
–––0.18%8.50%4.85%3.29%4.43%5.20%-0.87%-1.82%3.57%30.36%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jan_2022Jun_2022Jun_202320.11%17 mo
Oct_2021Nov_2021Dec_20212.67%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.50%
Downside deviation
12.38%