Know Your PMS · Monthly tearsheet
HIGH RISER
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_202668 months filedBM: S and P BSE 500BM: BenchmarkBM: BSE500TRI
CAGR
21.75%
Total return
205.02%
Max drawdown
-27.25%
Sharpe
1.09
Sortino
1.14
Calmar
0.80
Win months
64.71%
Best / worst month
19.2% / -15.2%
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 | -4.86% | -2.33% | -11.51% | 19.21% | 12.14% | 4.84% | -0.83% | -1.86% | 0.56% | – | – | – | 12.79% |
2025 | -9.92% | -15.18% | 5.13% | 1.99% | 13.61% | 1.12% | -0.32% | -5.76% | -3.19% | 2.13% | 0.88% | 0.33% | -11.53% |
2024 | 3.67% | 1.98% | -4.68% | 8.81% | 2.18% | 10.29% | 5.74% | 5.74% | -1.81% | -0.78% | 3.43% | 2.20% | 42.29% |
2023 | -2.71% | 2.93% | -0.20% | 4.66% | 5.91% | 7.24% | 7.06% | 4.99% | -0.49% | 0.90% | 5.05% | 5.46% | 48.54% |
2022 | -0.39% | -9.03% | 3.78% | -2.37% | -3.75% | -4.79% | 5.80% | 3.54% | -1.51% | 1.62% | 4.87% | -2.97% | -6.13% |
2021 | – | 7.67% | 1.55% | 3.63% | 7.35% | 12.41% | 4.85% | 3.27% | 5.95% | 0.56% | -4.49% | 2.27% | 54.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Jun_2026 | 27.25% | 17 mo |
| Nov_2021 | Jun_2022 | May_2023 | 17.82% | 18 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.68% | 1 mo |
| Jul_2026 | Aug_2026 | Ongoing | 2.67% | 3 mo · open |
| Sep_2024 | Oct_2024 | Nov_2024 | 2.58% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
19.91%
Downside deviation
19.07%