Know Your PMS · Monthly tearsheet
FCI LLP WEALTH BUILDER
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_202654 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
17.48%
Total return
106.48%
Max drawdown
-21.57%
Sharpe
1.08
Sortino
1.25
Calmar
0.81
Win months
59.26%
Best / worst month
13.8% / -13.9%
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 | -4.70% | 0.46% | -13.90% | 13.83% | -0.09% | 2.88% | -0.37% | 4.42% | -3.33% | – | – | – | -3.00% |
2025 | -3.94% | -7.48% | 6.39% | 3.04% | 6.62% | 4.20% | 0.12% | -3.99% | -1.24% | 1.61% | 0.50% | -1.74% | 3.11% |
2024 | 0.86% | -0.89% | -0.37% | 4.93% | 1.67% | 10.50% | 6.27% | 1.65% | 1.24% | 0.17% | -2.99% | -1.85% | 22.46% |
2023 | -0.21% | -0.09% | 1.20% | 5.71% | 4.17% | 7.14% | 4.61% | 2.85% | -0.74% | -1.38% | 8.03% | 3.69% | 40.44% |
2022 | – | – | – | 2.09% | -2.29% | -4.18% | 8.36% | 5.21% | -0.16% | 2.17% | 9.06% | -0.97% | 20.05% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Ongoing | 21.57% | 14 mo · open |
| Nov_2024 | Feb_2025 | Jun_2025 | 15.38% | 7 mo |
| May_2022 | Jun_2022 | Jul_2022 | 6.37% | 2 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.11% | 2 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 1.27% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
16.03%
Downside deviation
13.97%