Know Your PMS · Monthly tearsheet
RAW PEARL
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
23.05%
Total return
223.89%
Max drawdown
-34.93%
Sharpe
1.01
Sortino
1.10
Calmar
0.66
Win months
61.76%
Best / worst month
19.8% / -17.1%
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 | -10.30% | -3.45% | -12.34% | 19.77% | 12.94% | 4.91% | -4.55% | 3.79% | 3.42% | – | – | – | 10.38% |
2025 | -10.15% | -17.09% | 3.91% | 3.01% | 12.62% | -0.50% | -2.78% | 0.52% | -1.18% | 4.91% | -1.30% | -0.64% | -11.22% |
2024 | 8.33% | 1.34% | -7.64% | 11.55% | 1.54% | 9.01% | 8.20% | 8.20% | -3.24% | -2.23% | 1.94% | 0.11% | 41.50% |
2023 | 0.35% | -1.15% | -2.48% | 5.85% | 0.84% | 15.35% | 8.41% | 7.66% | -0.30% | 1.50% | 7.62% | 9.91% | 66.40% |
2022 | -7.76% | -7.15% | 0.87% | 6.98% | -2.86% | -2.21% | 0.41% | -0.39% | 1.63% | 4.30% | 8.74% | -4.88% | -3.73% |
2021 | – | -0.91% | 0.94% | 1.43% | 6.91% | 9.99% | 8.37% | 2.11% | 10.82% | -2.51% | -3.96% | 6.45% | 45.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 34.93% | 25 mo · open |
| Oct_2021 | Feb_2022 | Nov_2022 | 14.64% | 13 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 7.98% | 6 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 7.64% | 1 mo |
| Feb_2021 | Feb_2021 | Mar_2021 | 0.91% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
23.09%
Downside deviation
20.94%