Know Your PMS · Monthly tearsheet
Across sectors for long term returns with active management using buy and hold, special situations and derivatives
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 Aug_202666 months filedBM: BSE500TRI
CAGR
18.12%
Total return
149.87%
Max drawdown
-27.49%
Sharpe
Not reported
Sortino
0.95
Calmar
0.66
Win months
63.64%
Best / worst month
24.2% / -18.1%
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 | -6.22% | -0.73% | -18.15% | 24.17% | 1.20% | 2.78% | 1.73% | 0.18% | – | – | – | – | 0.30% |
2025 | -5.05% | -11.69% | 5.36% | – | 6.86% | 4.87% | -2.69% | -2.89% | 4.55% | 4.70% | -2.31% | 1.24% | 1.28% |
2024 | 7.12% | 1.11% | 0.00% | 7.56% | 0.19% | 4.20% | 2.88% | -0.31% | 0.24% | -4.77% | 1.07% | -2.31% | 17.56% |
2023 | 0.42% | -2.68% | -0.57% | 5.19% | 2.97% | 4.48% | 6.27% | 3.32% | 4.13% | -2.25% | 8.24% | 6.52% | 41.70% |
2022 | 1.76% | -6.14% | 3.40% | 3.21% | -4.79% | -3.36% | 4.42% | 5.09% | -2.90% | 4.68% | 5.05% | -0.85% | 8.96% |
2021 | – | 12.44% | -0.42% | 3.67% | 4.19% | 6.62% | 4.31% | -3.35% | 3.18% | -0.67% | -2.50% | 4.32% | 35.51% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 27.49% | 24 mo · open |
| May_2022 | Jun_2022 | Aug_2022 | 7.99% | 3 mo |
| Feb_2022 | Feb_2022 | Apr_2022 | 6.14% | 2 mo |
| Dec_2022 | Mar_2023 | Apr_2023 | 3.65% | 4 mo |
| Aug_2021 | Nov_2021 | Dec_2021 | 3.42% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
19.25%
Downside deviation
19.00%