Know Your PMS · Monthly tearsheet
Edelweiss Structured Solutions Approach
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 Jul_202666 months filedBM: Crisil Aggressive Credit Debt Term IndexBM: BenchmarkBM: CrisilAggressiveCreditDebtTermIndex
CAGR
5.20%
Total return
32.18%
Max drawdown
-37.18%
Sharpe
0.42
Sortino
0.10
Calmar
0.14
Win months
92.42%
Best / worst month
10.5% / -32.1%
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 | 0.84% | 1.27% | 1.11% | 1.45% | 0.99% | 1.38% | 0.50% | – | – | – | – | – | 7.78% |
2025 | 1.19% | 1.09% | 1.37% | 1.88% | 1.37% | 1.24% | 1.26% | 1.13% | 1.18% | 1.20% | 1.11% | 1.13% | 16.24% |
2024 | 1.06% | 1.27% | 1.40% | 1.38% | 1.21% | 1.16% | 1.57% | 1.28% | 1.43% | 1.40% | 1.12% | 1.34% | 16.79% |
2023 | 0.63% | -32.12% | 0.69% | -8.09% | 2.32% | 10.51% | 0.20% | 0.97% | 0.51% | 0.73% | -4.06% | 0.71% | -29.26% |
2022 | 0.34% | -0.35% | 0.85% | 0.71% | 0.32% | 0.52% | 1.27% | 1.33% | 0.86% | 0.89% | 1.77% | 0.22% | 9.07% |
2021 | – | 3.39% | 1.22% | 0.18% | 2.53% | 0.90% | 0.39% | 3.78% | 1.69% | 1.53% | -0.70% | 1.06% | 17.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2023 | Apr_2023 | May_2026 | 37.18% | 39 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 0.70% | 1 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 0.35% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
32 mo
Longest loss streak
1 mo
Ann. volatility
15.45%
Downside deviation
51.71%