Know Your PMS · Monthly tearsheet
PMS-1 Q8
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_202617 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
4.73%
Total return
6.77%
Max drawdown
-12.21%
Sharpe
0.36
Sortino
0.27
Calmar
0.39
Win months
58.82%
Best / worst month
11.2% / -12.2%
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 | 0.52% | 1.37% | -12.21% | 11.15% | -0.47% | 0.61% | 1.24% | 0.86% | -4.92% | – | – | – | -3.33% |
2025 | – | – | – | – | 6.82% | 2.04% | -1.72% | -1.27% | 2.80% | 3.17% | -0.37% | -1.17% | 10.45% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 12.21% | 7 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.97% | 3 mo |
| Nov_2025 | Dec_2025 | Feb_2026 | 1.54% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
16.23%
Downside deviation
17.55%