Know Your PMS · Monthly tearsheet
MIDCAP MAVENS
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_20267 months filedBM: NIFTY50TRIBM: NIFTY 50 TRI
CAGR
Needs 12 months
Total return
7.91%
Max drawdown
-8.80%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
12.5% / -8.8%
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% | 12.52% | 2.13% | -1.18% | -0.34% | 4.55% | -8.80% | – | – | – | 7.91% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 8.80% | 1 mo · open |
| Jun_2026 | Jul_2026 | Aug_2026 | 1.52% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
20.69%
Downside deviation
17.77%