Know Your PMS · Monthly tearsheet
GAUVIK WEALTH MANAGEMENT LLP - THE SUMERU STRATEGY
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_20264 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRI
CAGR
Needs 12 months
Total return
-5.69%
Max drawdown
-5.69%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
0.9% / -4.5%
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% | -2.11% | 0.89% | -4.51% | – | – | – | -5.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2026 | Sep_2026 | Ongoing | 5.69% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
7.22%
Downside deviation
12.20%