Know Your PMS · Monthly tearsheet
FAIR
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 Aug_202625 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
8.15%
Total return
17.74%
Max drawdown
-13.48%
Sharpe
0.59
Sortino
0.63
Calmar
0.60
Win months
52.00%
Best / worst month
11.1% / -8.1%
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 | -0.68% | -1.61% | -8.08% | 11.10% | 2.93% | 1.94% | -0.23% | 3.63% | – | – | – | – | 8.26% |
2025 | -3.43% | -7.93% | 7.00% | 2.73% | 4.08% | 1.57% | -1.65% | -3.03% | -1.53% | 7.65% | 0.42% | -0.95% | 3.89% |
2024 | – | – | – | – | – | – | – | 3.11% | 4.33% | -2.23% | 1.87% | -2.30% | 4.68% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 13.48% | 8 mo |
| Dec_2025 | Mar_2026 | May_2026 | 11.03% | 5 mo |
| Jul_2025 | Sep_2025 | Oct_2025 | 6.09% | 3 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.23% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
15.01%
Downside deviation
12.98%