Know Your PMS · Monthly tearsheet
PMS SMALLCAP
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_202627 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
-2.04%
Total return
-4.53%
Max drawdown
-30.97%
Sharpe
0.02
Sortino
-0.09
Calmar
-0.07
Win months
44.44%
Best / worst month
14.0% / -16.0%
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 | -3.08% | – | – | – | – | – | – | – | – | – | – | – | -3.08% |
2025 | -15.52% | -15.98% | 7.26% | -5.29% | 8.46% | 1.56% | -3.05% | -2.79% | -0.16% | 2.38% | -2.36% | 0.62% | -24.83% |
2024 | 3.06% | -2.59% | -3.42% | 13.99% | 5.23% | 8.78% | 6.23% | -3.48% | -0.30% | -2.61% | -0.54% | 4.34% | 30.71% |
2021 | – | – | – | – | 0.25% | 0.00% | – | – | – | – | – | – | 0.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 30.97% | 18 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.92% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
22.05%
Downside deviation
22.57%