Know Your PMS · Monthly tearsheet
Fixed Income-Short term
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: BenchmarkBM: CRISILCOMPBON
CAGR
5.78%
Total return
33.07%
Max drawdown
-3.32%
Sharpe
2.58
Sortino
1.09
Calmar
1.74
Win months
83.61%
Best / worst month
1.3% / -3.3%
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 | 0.68% | 0.54% | 0.59% | 1.32% | 0.23% | 0.26% | 0.49% | -0.14% | 0.56% | 0.00% | 0.00% | 0.00% | 4.62% |
2024 | 0.81% | 0.64% | 0.68% | 0.35% | 0.98% | 0.76% | 0.80% | 0.73% | 0.78% | -3.32% | 0.58% | 0.65% | 4.45% |
2023 | 0.58% | 0.30% | 0.39% | 0.86% | 0.72% | 0.75% | 0.79% | 0.52% | 0.70% | 0.32% | 0.69% | 0.43% | 7.28% |
2022 | 0.55% | 0.39% | 0.35% | 0.54% | -0.28% | 0.36% | 1.26% | 0.81% | 0.38% | 0.66% | 0.60% | 0.73% | 6.53% |
2021 | – | 0.21% | 1.04% | 1.15% | -0.27% | 0.56% | 1.27% | 1.14% | 1.00% | -0.77% | 0.45% | 0.61% | 6.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Oct_2024 | Apr_2025 | 3.32% | 6 mo |
| Oct_2021 | Oct_2021 | Dec_2021 | 0.77% | 2 mo |
| May_2022 | May_2022 | Jun_2022 | 0.28% | 1 mo |
| May_2021 | May_2021 | Jun_2021 | 0.27% | 1 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.14% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
28 mo
Longest loss streak
1 mo
Ann. volatility
2.17%
Downside deviation
5.32%