Know Your PMS · Monthly tearsheet
Long-term capital growth
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 Aug_202659 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
9.57%
Total return
56.74%
Max drawdown
-14.89%
Sharpe
0.74
Sortino
0.66
Calmar
0.64
Win months
62.71%
Best / worst month
9.0% / -11.3%
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 | -1.33% | 1.20% | -11.28% | 4.70% | -1.02% | 1.51% | 2.40% | -0.18% | – | – | – | – | -4.74% |
2025 | -4.06% | -8.81% | 6.56% | 3.78% | 3.11% | 3.96% | -1.02% | -2.37% | 1.43% | 5.06% | 3.12% | 0.23% | 10.38% |
2024 | 0.79% | 2.41% | 0.33% | 3.93% | 1.56% | 6.72% | 2.80% | 1.38% | 1.06% | -4.24% | 2.93% | -1.30% | 19.53% |
2023 | -4.18% | -0.97% | 1.31% | 4.07% | 4.45% | 3.40% | 3.53% | -1.44% | 1.83% | -3.03% | 6.10% | 7.49% | 24.16% |
2022 | -1.47% | -4.67% | 3.81% | -2.04% | -3.11% | -5.56% | 8.98% | 4.25% | -4.13% | 6.21% | 2.46% | -3.99% | -0.54% |
2021 | – | – | – | – | – | – | – | – | – | 0.56% | -2.42% | 2.91% | 0.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 14.89% | 8 mo |
| Jan_2022 | Jun_2022 | Oct_2022 | 12.60% | 9 mo |
| Jan_2026 | Mar_2026 | Ongoing | 11.41% | 8 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 8.90% | 5 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.37% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
13.62%
Downside deviation
14.54%