Know Your PMS · Monthly tearsheet
PMS-3 Q5
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
1.17%
Total return
1.67%
Max drawdown
-16.67%
Sharpe
0.15
Sortino
0.06
Calmar
0.07
Win months
52.94%
Best / worst month
12.8% / -12.8%
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 | -2.73% | 1.60% | -12.80% | 12.80% | 0.73% | 2.85% | 0.63% | -0.50% | -5.88% | – | – | – | -5.09% |
2025 | – | – | – | – | 7.38% | 2.94% | -2.02% | -2.21% | 2.54% | 2.01% | -1.28% | -2.05% | 7.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 16.67% | 11 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.19% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
18.20%
Downside deviation
18.20%