Know Your PMS · Monthly tearsheet
CONCEPT LEGEND FLEXI
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_202630 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
1.97%
Total return
5.01%
Max drawdown
-17.94%
Sharpe
0.20
Sortino
0.12
Calmar
0.11
Win months
60.00%
Best / worst month
8.6% / -10.5%
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 | -3.83% | 1.25% | -10.54% | 8.58% | -1.31% | 3.69% | 0.12% | -2.10% | -3.79% | – | – | – | -8.73% |
2025 | -2.88% | -5.92% | 6.11% | 3.03% | 3.23% | 0.38% | -3.54% | -2.86% | 0.63% | 4.53% | 1.16% | -1.50% | 1.66% |
2024 | – | – | – | 1.62% | 0.71% | 7.98% | 6.77% | 1.91% | 1.56% | -6.75% | 0.11% | -0.73% | 13.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 17.94% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
14.75%
Downside deviation
16.08%