Know Your PMS · Monthly tearsheet
FE Securities Focused Approach
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_202614 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRIBM: Benchmark
CAGR
-13.79%
Total return
-15.90%
Max drawdown
-41.26%
Sharpe
-0.21
Sortino
-0.43
Calmar
-0.33
Win months
42.86%
Best / worst month
28.6% / -19.0%
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 | -11.25% | 4.73% | -19.03% | 28.58% | 3.92% | 1.31% | -3.84% | 10.13% | -0.13% | – | – | – | 7.75% |
2025 | – | – | – | – | – | – | – | -9.33% | -7.25% | 0.84% | -7.24% | -0.78% | -21.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Ongoing | 41.26% | 14 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
37.60%
Downside deviation
32.31%