Know Your PMS · Monthly tearsheet
EquiPoise Emerging Stars
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_202626 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
0.59%
Total return
1.27%
Max drawdown
-23.75%
Sharpe
0.13
Sortino
0.03
Calmar
0.02
Win months
53.85%
Best / worst month
16.3% / -13.1%
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 | -4.58% | 0.98% | -13.10% | 16.33% | 4.19% | 4.77% | -1.08% | 5.56% | 0.17% | – | – | – | 11.22% |
2025 | -7.36% | -10.70% | 9.24% | 1.12% | 7.95% | 2.34% | -4.05% | -4.48% | 2.76% | 1.22% | -2.03% | 0.09% | -5.63% |
2024 | – | – | – | – | – | – | – | 0.00% | -0.89% | -3.68% | 1.49% | -0.41% | -3.51% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Aug_2026 | 23.75% | 23 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
20.63%
Downside deviation
21.34%