Know Your PMS · Monthly tearsheet
PMS EMERGING WINNERS
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 Jan_20265 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
2.08%
Max drawdown
-4.20%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
5.8% / -2.2%
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% | – | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | – | – | – | – | – | – | – | – | 0.74% | 5.78% | -2.02% | -2.23% | 2.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Dec_2025 | Ongoing | 4.21% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
10.04%
Downside deviation
7.37%