Know Your PMS · Monthly tearsheet
GROWTHFINITI LEAD
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: BSE500TRIBM: Benchmark
CAGR
3.76%
Total return
4.72%
Max drawdown
-15.92%
Sharpe
0.29
Sortino
0.20
Calmar
0.24
Win months
53.33%
Best / worst month
10.8% / -10.9%
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 | -5.20% | 1.44% | -10.90% | 10.75% | 1.76% | 7.38% | 3.58% | 3.62% | -5.59% | – | – | – | 5.07% |
2025 | – | – | – | – | – | – | 0.00% | -0.31% | 0.35% | 1.52% | -0.28% | -1.59% | -0.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 15.92% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.59% | 1 mo · open |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.31% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
17.45%
Downside deviation
18.96%