Know Your PMS · Monthly tearsheet
Findoc Large cap 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 Aug_20266 months filedBM: NIFTY50(TRI)BM: NIFTY50TRI
CAGR
Needs 12 months
Total return
11.38%
Max drawdown
-0.05%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
16.67%
Best / worst month
11.4% / -0.1%
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 | – | – | 0.00% | 11.44% | -0.05% | 0.00% | 0.00% | 0.00% | – | – | – | – | 11.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2026 | May_2026 | Ongoing | 0.05% | 4 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
14.78%
Downside deviation
0.17%