Know Your PMS · Monthly tearsheet
Long Term Growth 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 Sep_202630 months filedBM: BenchmarkBM: NIFTY 50 TRIBM: NOT_SPECIFIEDBM: NIFTY50TRI
CAGR
4.30%
Total return
11.10%
Max drawdown
-13.82%
Sharpe
0.36
Sortino
0.27
Calmar
0.31
Win months
46.67%
Best / worst month
11.2% / -12.7%
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 | -2.05% | 1.61% | -12.71% | 11.22% | -0.06% | 0.73% | 0.48% | 0.00% | 0.00% | – | – | – | -2.26% |
2025 | -2.59% | -6.01% | 5.65% | 4.55% | 2.62% | 4.25% | -3.55% | -1.39% | 0.50% | 4.54% | 0.77% | -0.80% | 8.07% |
2024 | – | – | – | 0.00% | 0.00% | 0.00% | 6.95% | 2.31% | 1.91% | -2.79% | -1.89% | -1.10% | 5.18% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 13.82% | 10 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 13.64% | 8 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 4.89% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
14.37%
Downside deviation
16.06%