Know Your PMS · Monthly tearsheet
Long Term
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: BenchmarkBM: BSE500TRIBM: MSEISX40BM: MSEI SX 40
CAGR
2.83%
Total return
7.49%
Max drawdown
-23.23%
Sharpe
0.25
Sortino
0.16
Calmar
0.12
Win months
51.61%
Best / worst month
9.4% / -11.7%
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 | -1.16% | -0.72% | -11.73% | 9.36% | -0.51% | 3.21% | 0.57% | 4.27% | -6.67% | – | – | – | -4.80% |
2025 | -7.23% | -9.07% | 6.33% | 3.31% | 3.77% | 6.14% | -1.29% | -1.95% | 1.81% | 5.92% | 3.25% | -0.83% | 9.07% |
2024 | – | – | 3.49% | -1.20% | -1.16% | 4.79% | 2.18% | 2.66% | 2.40% | -6.42% | -1.91% | -0.86% | 3.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 23.23% | 13 mo |
| Dec_2025 | Mar_2026 | Aug_2026 | 14.10% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.67% | 1 mo · open |
| Apr_2024 | May_2024 | Jun_2024 | 2.35% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
16.35%
Downside deviation
17.28%