Know Your PMS · Monthly tearsheet
EQUIRUS LONG HORIZON FUND
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_202668 months filedBM: BenchmarkBM: BSE500TRIBM: BSE500TR
CAGR
19.02%
Total return
168.20%
Max drawdown
-28.23%
Sharpe
0.86
Sortino
0.92
Calmar
0.67
Win months
60.29%
Best / worst month
17.7% / -13.5%
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 | -4.72% | 1.30% | -13.48% | 17.66% | 4.98% | 14.49% | 0.31% | 5.54% | -2.01% | – | – | – | 22.51% |
2025 | -13.21% | -12.09% | 7.54% | 1.04% | 10.30% | 4.23% | -3.77% | -0.79% | -0.64% | 3.45% | 2.16% | -3.03% | -7.35% |
2024 | 3.99% | -2.88% | -3.86% | 5.58% | -6.39% | 16.01% | 2.73% | 6.11% | 4.28% | -6.66% | 0.68% | 0.10% | 19.04% |
2023 | -2.08% | -3.59% | -4.64% | 6.59% | 13.20% | 6.22% | 13.35% | 1.51% | 1.35% | 1.01% | 4.30% | 1.35% | 43.67% |
2022 | -4.13% | -8.59% | 3.90% | -1.36% | -8.06% | -6.23% | 8.29% | 4.66% | 2.22% | -0.39% | 0.36% | -3.42% | -13.39% |
2021 | – | 10.26% | -5.85% | 9.43% | 12.96% | 9.46% | 9.41% | -0.10% | 7.21% | -1.94% | -4.67% | 3.67% | 59.51% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 28.23% | 20 mo |
| Oct_2021 | Jun_2022 | Jul_2023 | 24.96% | 21 mo |
| Feb_2024 | May_2024 | Jun_2024 | 7.72% | 4 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 5.85% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.01% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
4 mo
Ann. volatility
23.37%
Downside deviation
20.75%