Know Your PMS · Monthly tearsheet
GENIUS
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_202627 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
-4.20%
Total return
-9.21%
Max drawdown
-18.01%
Sharpe
-0.21
Sortino
-0.28
Calmar
-0.23
Win months
44.44%
Best / worst month
11.6% / -12.3%
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 | -3.89% | -2.18% | -12.34% | 11.64% | 0.48% | 1.89% | 0.62% | -0.61% | -5.00% | – | – | – | -10.51% |
2025 | -1.17% | -5.08% | 6.12% | 2.55% | 1.77% | 2.57% | -3.11% | -0.31% | 1.39% | 3.73% | 0.76% | -0.18% | 8.88% |
2024 | – | – | – | – | – | – | 0.00% | 1.97% | -0.22% | -5.64% | -2.10% | -0.87% | -6.83% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 18.01% | 25 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
14.66%
Downside deviation
15.26%