Know Your PMS · Monthly tearsheet
CREDENT ASSET MNGMT SER PVT LTD-MULTI CAP STRATEGY
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 Jul_202615 months filedBM: BSE500TRBM: BenchmarkBM: BSE500TRI
CAGR
11.85%
Total return
15.03%
Max drawdown
-19.31%
Sharpe
0.63
Sortino
0.64
Calmar
0.61
Win months
53.33%
Best / worst month
14.2% / -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 | -3.21% | -3.49% | -12.21% | 14.23% | 2.23% | 5.54% | 1.90% | – | – | – | – | – | 2.99% |
2025 | – | – | – | – | 4.96% | 6.77% | -1.09% | -5.29% | 2.10% | 5.90% | -0.57% | -1.04% | 11.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jul_2026 | 19.31% | 8 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 6.32% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
20.69%
Downside deviation
18.62%