Know Your PMS · Monthly tearsheet
PMS BLUECHIP
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_202631 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
17.09%
Total return
50.31%
Max drawdown
-19.86%
Sharpe
0.90
Sortino
0.91
Calmar
0.86
Win months
58.06%
Best / worst month
14.6% / -12.9%
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 | -0.91% | 2.22% | -8.66% | 14.62% | 2.69% | 4.72% | -2.71% | 7.20% | -0.74% | – | – | – | 18.05% |
2025 | -12.87% | -8.02% | 6.09% | 3.75% | 6.32% | 6.36% | -3.01% | -0.58% | -0.16% | 0.27% | 1.70% | -2.54% | -4.56% |
2024 | – | – | 0.00% | 8.18% | 4.82% | 6.16% | 8.62% | -2.45% | 0.14% | -4.25% | 2.74% | 6.17% | 33.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Apr_2026 | 19.86% | 15 mo |
| Aug_2024 | Oct_2024 | Dec_2024 | 6.47% | 4 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 2.71% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.74% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
19.36%
Downside deviation
18.80%