Know Your PMS · Monthly tearsheet
Bespoke Accounts
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_202610 months filedBM: NIFTY50TRIBM: NIFTY 50 TRIBM: Benchmark
CAGR
Needs 12 months
Total return
-5.02%
Max drawdown
-14.66%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
7.3% / -12.1%
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 | -2.66% | -0.06% | -12.13% | 7.28% | -1.39% | 2.14% | 1.73% | -0.55% | – | – | – | – | -6.55% |
2025 | – | – | – | – | – | – | – | – | – | – | 1.80% | -0.16% | 1.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 14.66% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
4 mo
Ann. volatility
16.20%
Downside deviation
17.69%