Know Your PMS · Monthly tearsheet
SYNERGY
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: NIFTY 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
13.99%
Total return
109.98%
Max drawdown
-12.51%
Sharpe
1.08
Sortino
1.21
Calmar
1.12
Win months
61.76%
Best / worst month
10.2% / -11.2%
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 | -1.09% | 0.24% | -11.24% | 10.17% | -0.02% | 3.27% | 1.63% | 3.13% | -1.98% | – | – | – | 2.84% |
2025 | -1.34% | -4.39% | 4.58% | 3.50% | 2.86% | 3.40% | 0.41% | -3.88% | 0.27% | 1.66% | 1.96% | -0.48% | 8.41% |
2024 | -1.49% | 0.33% | -1.21% | 4.65% | -0.79% | 6.13% | 4.06% | 1.28% | 3.40% | -2.01% | -2.05% | -1.07% | 11.33% |
2023 | -1.55% | -0.71% | -0.17% | 4.50% | 4.05% | 6.50% | 1.66% | 2.81% | 1.34% | -3.82% | 5.41% | 3.50% | 25.59% |
2022 | 0.15% | -4.90% | 4.35% | 0.15% | -2.31% | -5.52% | 9.95% | 4.03% | -3.91% | 3.54% | 1.67% | -2.28% | 3.87% |
2021 | – | 8.80% | -1.31% | 0.32% | 6.30% | 4.28% | 0.98% | 3.52% | 4.40% | -0.28% | -3.03% | 2.92% | 29.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Jul_2026 | 12.51% | 11 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 10.43% | 8 mo |
| Oct_2021 | Jun_2022 | Jul_2022 | 8.57% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 4.64% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 3.91% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
12.83%
Downside deviation
11.58%