Know Your PMS · Monthly tearsheet
Fortuna Inflation Protect 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 May_202617 months filedBM: CRISILCOMPOSITEBONDBM: CRISIL Composite Bond IndexBM: Benchmark
CAGR
7.95%
Total return
11.45%
Max drawdown
0.00%
Sharpe
7.65
Sortino
Not reported
Calmar
Not reported
Win months
100.00%
Best / worst month
1.1% / 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 | 0.30% | 0.87% | 0.07% | 1.01% | 0.19% | – | – | – | – | – | – | – | 2.46% |
2025 | 0.55% | 0.70% | 0.92% | 1.08% | 0.85% | 0.65% | 0.79% | 0.28% | 0.72% | 0.75% | 0.62% | 0.53% | 8.77% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
17 mo
Longest loss streak
0 mo
Ann. volatility
0.97%
Downside deviation
0.00%