Know Your PMS · Monthly tearsheet
GROWTH
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_202622 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
9.47%
Total return
18.04%
Max drawdown
-20.08%
Sharpe
0.50
Sortino
0.36
Calmar
0.47
Win months
68.18%
Best / worst month
13.3% / -12.7%
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 | -3.15% | 0.84% | -10.47% | 13.07% | 2.81% | 5.64% | 0.48% | 7.01% | -4.62% | – | – | – | 10.12% |
2025 | -8.49% | -12.66% | 9.34% | 2.67% | 13.26% | 2.23% | 2.22% | -4.76% | 0.66% | 4.82% | 0.09% | -0.47% | 6.31% |
2024 | – | – | – | – | – | – | – | – | – | – | – | 0.83% | 0.83% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | May_2025 | 20.08% | 4 mo |
| Dec_2025 | Mar_2026 | May_2026 | 12.97% | 5 mo |
| Aug_2025 | Aug_2025 | Oct_2025 | 4.76% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.62% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
22.65%
Downside deviation
26.06%