Know Your PMS · Monthly tearsheet
CONCEPT MARVEL
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_202652 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
5.73%
Total return
27.32%
Max drawdown
-27.26%
Sharpe
0.44
Sortino
0.38
Calmar
0.21
Win months
53.85%
Best / worst month
9.4% / -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 | -4.74% | -1.50% | -12.84% | 9.42% | -0.41% | 3.83% | 3.04% | -0.90% | -3.64% | – | – | – | -8.95% |
2025 | -3.89% | -9.65% | 7.73% | 2.32% | 2.91% | 2.15% | -2.67% | -2.94% | -0.41% | 1.92% | -0.77% | -2.17% | -6.34% |
2024 | -2.34% | 0.36% | -0.63% | 5.43% | 0.42% | 8.62% | 8.72% | 1.23% | 1.51% | -5.92% | 0.75% | 0.18% | 18.82% |
2023 | -2.34% | -1.50% | -2.39% | 4.98% | 4.44% | 4.87% | 3.99% | 1.74% | -0.56% | -2.92% | 6.83% | 3.23% | 21.60% |
2022 | – | – | – | – | – | -6.30% | 6.98% | 2.78% | -2.50% | 2.81% | 2.62% | -2.50% | 3.33% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 27.26% | 24 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 8.45% | 5 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 6.30% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.46% | 2 mo |
| Jan_2024 | Mar_2024 | Apr_2024 | 2.61% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.39%
Downside deviation
14.98%