Know Your PMS · Monthly tearsheet
Digital Compounders PMS
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_202623 months filedBM: BSE500TRIBM: Benchmark
CAGR
8.35%
Total return
16.62%
Max drawdown
-18.42%
Sharpe
0.51
Sortino
0.49
Calmar
0.45
Win months
52.17%
Best / worst month
14.7% / -10.4%
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 | -6.30% | 2.30% | -10.37% | 14.71% | 2.39% | 3.04% | 4.74% | 3.14% | – | – | – | – | 12.32% |
2025 | -5.56% | -6.14% | 8.20% | 1.15% | 7.97% | 4.90% | -1.58% | -2.89% | -0.40% | 4.19% | -1.02% | -3.27% | 4.34% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | 1.18% | -1.65% | -0.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 18.42% | 12 mo |
| Dec_2024 | Feb_2025 | May_2025 | 12.82% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
18.70%
Downside deviation
17.02%