Know Your PMS · Monthly tearsheet
Fisdom Wealth Edge
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 Jun_202616 months filedBM: BenchmarkBM: BSE500TRI
CAGR
10.36%
Total return
14.05%
Max drawdown
-11.26%
Sharpe
0.67
Sortino
0.56
Calmar
0.92
Win months
62.50%
Best / worst month
8.7% / -10.0%
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 | 2.59% | -1.43% | -9.97% | 8.72% | – | -1.66% | – | – | – | – | – | – | -2.66% |
2025 | – | -7.99% | 5.29% | 3.63% | 4.22% | 3.77% | -1.82% | -1.17% | 2.75% | 3.71% | 1.91% | 2.41% | 17.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 11.26% | 4 mo · open |
| Feb_2025 | Feb_2025 | Apr_2025 | 7.99% | 2 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.97% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
16.10%
Downside deviation
18.59%