Know Your PMS · Monthly tearsheet
EMKAY NEW VITALIZED INDIA
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_202647 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
20.77%
Total return
109.45%
Max drawdown
-20.42%
Sharpe
1.12
Sortino
1.43
Calmar
1.02
Win months
57.45%
Best / worst month
14.2% / -11.3%
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 | -3.03% | 7.66% | -10.97% | 14.24% | 3.31% | 5.69% | 2.46% | 5.18% | -0.73% | – | – | – | 24.03% |
2025 | -7.03% | -11.30% | 6.46% | 0.80% | 10.97% | 3.60% | 0.06% | -2.39% | -0.96% | 3.52% | -0.54% | -1.16% | 0.15% |
2024 | 2.54% | -1.84% | -1.50% | 12.29% | -0.46% | 7.00% | 5.16% | 0.16% | 0.67% | -2.01% | 1.84% | -3.30% | 21.33% |
2023 | -0.82% | -1.19% | -1.13% | – | 8.77% | 8.11% | – | – | – | -3.16% | 6.55% | 3.77% | 22.00% |
2022 | – | – | – | – | – | – | 9.70% | 1.72% | -1.99% | 4.27% | 0.55% | -0.65% | 13.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Feb_2026 | 20.42% | 16 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 10.97% | 1 mo |
| Dec_2022 | Mar_2023 | May_2023 | 3.74% | 4 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.31% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
18.17%
Downside deviation
14.57%