Know Your PMS · Monthly tearsheet
Electrum Novogram Excel Strategy
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_202621 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
6.58%
Total return
11.80%
Max drawdown
-18.33%
Sharpe
0.38
Sortino
0.31
Calmar
0.36
Win months
52.38%
Best / worst month
19.0% / -12.7%
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 | -6.87% | 0.97% | -9.96% | 19.00% | 2.78% | 9.90% | 0.43% | 3.29% | -2.90% | – | – | – | 14.63% |
2025 | 0.00% | -12.70% | 3.67% | -1.62% | 9.12% | 4.06% | -1.72% | -4.03% | 0.60% | 3.47% | -0.16% | -1.59% | -2.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jun_2026 | 18.33% | 11 mo |
| Feb_2025 | Feb_2025 | Jun_2025 | 12.70% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.90% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
23.09%
Downside deviation
21.31%