Know Your PMS · Monthly tearsheet
Equity Diversified
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 Feb_202661 months filedBM: BSE500TRIBM: Benchmark
CAGR
12.86%
Total return
84.98%
Max drawdown
-19.60%
Sharpe
0.96
Sortino
1.02
Calmar
0.66
Win months
57.38%
Best / worst month
11.7% / -8.1%
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 | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | -5.42% | -7.03% | 8.25% | 2.66% | 2.61% | 4.22% | -0.99% | -2.31% | -0.91% | 0.00% | 0.00% | 0.00% | 0.15% |
2024 | -1.14% | 1.27% | 2.04% | 5.42% | 0.53% | 7.67% | 3.05% | 1.80% | 1.85% | -8.12% | 0.13% | -0.61% | 13.89% |
2023 | -4.24% | -2.76% | -0.61% | 3.91% | 4.71% | 3.70% | 4.32% | 0.71% | 2.43% | -4.63% | 7.04% | 2.36% | 17.42% |
2022 | 1.12% | -3.45% | 1.08% | -1.68% | -2.90% | -5.43% | 11.70% | 3.59% | -2.49% | 2.98% | 2.18% | -2.34% | 3.31% |
2021 | – | 8.36% | -0.84% | 2.63% | 8.71% | 3.66% | 2.63% | 3.88% | 4.20% | 2.03% | -2.55% | -2.60% | 33.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.60% | 17 mo · open |
| Nov_2021 | Jun_2022 | Nov_2022 | 15.43% | 12 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 9.62% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.63% | 1 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 1.14% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
13.48%
Downside deviation
12.63%