Know Your PMS · Monthly tearsheet
KINETIC
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: BSE500TRIBM: Benchmark
CAGR
34.21%
Total return
429.79%
Max drawdown
-34.40%
Sharpe
1.23
Sortino
1.56
Calmar
0.99
Win months
63.24%
Best / worst month
27.0% / -16.7%
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 | -0.01% | -3.57% | -16.68% | 27.00% | 13.89% | 9.09% | -1.43% | -1.88% | -2.08% | – | – | – | 20.05% |
2025 | -7.95% | -16.06% | 2.11% | 5.17% | 13.92% | 2.19% | -3.75% | -5.16% | 2.29% | 2.14% | -4.97% | -3.61% | -15.61% |
2024 | 6.28% | -3.09% | -8.44% | 12.45% | -3.40% | 10.80% | 15.68% | 15.68% | -0.95% | -3.82% | 1.14% | 0.42% | 46.96% |
2023 | 1.67% | 0.18% | 1.74% | 6.38% | 5.36% | 16.94% | 17.90% | 8.51% | 2.94% | 10.19% | 4.50% | 2.51% | 111.13% |
2022 | 3.96% | -8.89% | 7.42% | -1.65% | -8.37% | -1.36% | 7.88% | 3.97% | -4.39% | 3.94% | 10.38% | -3.97% | 6.86% |
2021 | – | 8.84% | 0.49% | 4.84% | 6.81% | 9.38% | 7.41% | 1.52% | 6.26% | -1.09% | -2.58% | 5.45% | 57.72% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Jun_2026 | 34.40% | 21 mo |
| Feb_2022 | Jun_2022 | Nov_2022 | 13.00% | 9 mo |
| Feb_2024 | Mar_2024 | Jun_2024 | 11.27% | 4 mo |
| Jul_2026 | Sep_2026 | Ongoing | 5.29% | 3 mo · open |
| Dec_2022 | Dec_2022 | Apr_2023 | 3.97% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
13 mo
Longest loss streak
5 mo
Ann. volatility
26.76%
Downside deviation
21.96%