Know Your PMS · Monthly tearsheet
GROWTHFINITI FACTORS
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_202615 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
-2.81%
Total return
-3.50%
Max drawdown
-13.39%
Sharpe
-0.08
Sortino
-0.16
Calmar
-0.21
Win months
46.67%
Best / worst month
11.7% / -11.5%
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 | -2.77% | 2.02% | -11.46% | 11.66% | 1.69% | -0.31% | 1.18% | 1.38% | -6.10% | – | – | – | -4.24% |
2025 | – | – | – | – | – | – | 0.00% | -2.31% | -0.14% | 4.10% | 0.63% | -1.39% | 0.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Aug_2026 | 13.39% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.10% | 1 mo · open |
| Aug_2025 | Sep_2025 | Oct_2025 | 2.45% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
16.66%
Downside deviation
17.74%