Know Your PMS · Monthly tearsheet
DREAM STRATEGY
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_202667 months filedBM: S and P BSE 500BM: BenchmarkBM: BSE500TRI
CAGR
18.08%
Total return
152.89%
Max drawdown
-21.32%
Sharpe
0.96
Sortino
0.94
Calmar
0.85
Win months
65.67%
Best / worst month
18.7% / -13.6%
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 | -4.68% | 1.84% | -13.36% | 18.70% | 1.37% | 6.61% | -0.59% | 2.22% | -3.19% | – | – | – | 6.14% |
2025 | -8.93% | -13.61% | 9.44% | 0.08% | 10.82% | 4.14% | -3.42% | -4.28% | 2.12% | 2.42% | 0.29% | -2.37% | -5.85% |
2024 | 1.62% | -0.36% | -2.08% | 6.89% | 0.58% | 10.56% | 4.55% | 2.57% | 0.58% | -3.20% | 2.63% | 2.22% | 29.08% |
2023 | -0.34% | -3.27% | -0.18% | 7.53% | 6.28% | 6.53% | 5.27% | 5.09% | 1.18% | -2.33% | 8.51% | 6.53% | 48.05% |
2022 | 1.43% | -7.34% | 6.24% | -0.41% | -7.23% | -6.51% | – | 7.63% | -3.17% | 4.06% | 0.92% | -3.45% | -8.86% |
2021 | – | 9.20% | 2.79% | 0.85% | 4.76% | 2.19% | 5.13% | 2.60% | 4.24% | 1.76% | -1.42% | 6.30% | 45.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jun_2026 | 21.32% | 17 mo |
| Feb_2022 | Jun_2022 | Jun_2023 | 14.97% | 15 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 3.20% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.19% | 1 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 2.43% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
19.09%
Downside deviation
19.32%