Know Your PMS · Monthly tearsheet
DMZ PARTNERS INHERITORS 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_202668 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
15.95%
Total return
131.29%
Max drawdown
-20.62%
Sharpe
0.98
Sortino
1.06
Calmar
0.77
Win months
63.24%
Best / worst month
13.9% / -13.3%
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 | -5.93% | 2.16% | -13.32% | 13.95% | 2.95% | 5.92% | 1.77% | 6.65% | -5.73% | – | – | – | 5.91% |
2025 | -1.06% | -2.45% | 7.27% | 2.92% | 9.00% | 0.54% | -1.07% | 1.09% | 6.23% | 1.93% | -2.12% | -2.64% | 20.50% |
2024 | -3.76% | 0.22% | 1.69% | 4.22% | -2.11% | 8.84% | 1.91% | 1.85% | 5.83% | -6.83% | -0.39% | 2.09% | 13.35% |
2023 | -5.56% | -0.06% | -3.21% | 8.43% | 4.93% | 1.61% | 1.01% | 0.88% | 3.52% | -2.50% | 4.87% | 6.09% | 20.85% |
2022 | -1.93% | -2.70% | 1.76% | -2.42% | -3.97% | -6.44% | 11.38% | 3.63% | -1.37% | 1.47% | 1.71% | -2.20% | -2.18% |
2021 | – | 5.44% | 1.63% | -1.43% | 5.25% | 3.15% | 2.99% | 9.82% | 6.85% | 0.61% | -3.67% | 0.70% | 35.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jul_2026 | 20.62% | 8 mo |
| Nov_2021 | Jun_2022 | Jun_2023 | 17.42% | 19 mo |
| Oct_2024 | Feb_2025 | Apr_2025 | 8.55% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.73% | 1 mo · open |
| Jan_2024 | Jan_2024 | Apr_2024 | 3.76% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
16.37%
Downside deviation
15.09%