Know Your PMS · Monthly tearsheet
ALL WEATHER
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_202662 months filedBM: BenchmarkName1BM: S AND P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
16.11%
Total return
116.32%
Max drawdown
-15.40%
Sharpe
1.15
Sortino
1.27
Calmar
1.05
Win months
62.90%
Best / worst month
11.4% / -8.8%
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 | -2.22% | 0.34% | -8.85% | 11.42% | 4.03% | 1.53% | 2.91% | 3.56% | -4.13% | – | – | – | 7.53% |
2025 | -7.40% | -7.22% | 5.40% | 0.37% | 5.25% | 3.97% | -0.52% | -0.74% | 2.14% | 5.77% | -0.40% | 1.97% | 7.76% |
2024 | 4.89% | 0.99% | -2.25% | 4.77% | -2.70% | 3.79% | 4.71% | -0.01% | 1.93% | -0.70% | 1.13% | -1.53% | 15.62% |
2023 | -2.56% | – | 0.11% | 4.08% | 5.14% | 5.25% | 5.04% | 1.85% | 3.35% | -1.88% | 8.96% | 4.98% | 39.42% |
2022 | -0.86% | -3.95% | 2.15% | – | -3.06% | -0.76% | 9.10% | 3.56% | -1.54% | 3.59% | 3.68% | -4.28% | 7.02% |
2021 | – | – | – | – | – | 0.89% | 3.65% | 6.20% | -0.41% | 0.74% | -5.07% | 2.32% | 8.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Oct_2025 | 15.40% | 10 mo |
| Jan_2026 | Mar_2026 | May_2026 | 10.57% | 4 mo |
| Nov_2021 | Jun_2022 | Aug_2022 | 9.11% | 8 mo |
| Dec_2022 | Jan_2023 | May_2023 | 6.73% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.13% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
13.71%
Downside deviation
12.64%