Know Your PMS · Monthly tearsheet
Complete Circle India Rising
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 Aug_202627 months filedBM: BSE500TRIBM: Benchmark
CAGR
6.07%
Total return
14.17%
Max drawdown
-24.60%
Sharpe
0.38
Sortino
0.27
Calmar
0.25
Win months
55.56%
Best / worst month
16.2% / -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 | -6.42% | 2.10% | -11.03% | 16.24% | 3.37% | 2.90% | 4.74% | 6.59% | – | – | – | – | 17.34% |
2025 | -10.61% | -12.22% | 9.13% | 0.71% | 8.25% | 3.81% | -0.64% | -2.89% | -0.34% | 3.41% | -2.00% | -3.55% | -8.91% |
2024 | – | – | – | – | – | 0.00% | 3.87% | 3.28% | 2.25% | -3.56% | 1.35% | -0.37% | 6.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Aug_2026 | 24.60% | 22 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
21.24%
Downside deviation
22.48%