Know Your PMS · Monthly tearsheet
INDIA RISING SME STAR
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_202655 months filedBM: S and P BSE 500BM: BenchmarkBM: BSE500TRI
CAGR
23.53%
Total return
163.36%
Max drawdown
-38.83%
Sharpe
0.81
Sortino
0.84
Calmar
0.61
Win months
63.64%
Best / worst month
36.8% / -16.1%
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 | -13.15% | 0.30% | -14.54% | 36.77% | -1.98% | 8.92% | -0.97% | 13.08% | 7.23% | – | – | – | 30.53% |
2025 | -10.25% | -16.10% | -1.54% | 6.51% | 8.15% | 6.81% | 0.50% | -5.24% | -0.71% | 2.62% | 0.13% | -7.29% | -17.83% |
2024 | 3.95% | -0.99% | -10.50% | 8.57% | -2.57% | 23.81% | 5.45% | 5.20% | 1.74% | -3.88% | 1.56% | 2.77% | 36.60% |
2023 | 2.99% | -10.63% | -3.21% | 12.21% | 1.37% | 5.79% | 4.65% | 17.06% | -4.51% | 5.29% | 4.47% | 1.92% | 40.59% |
2022 | – | -4.41% | 3.85% | 8.96% | -9.07% | -9.18% | – | 19.48% | 1.33% | 9.09% | 1.87% | 6.39% | 27.86% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Aug_2026 | 38.83% | 19 mo |
| May_2022 | Jun_2022 | Oct_2022 | 17.42% | 4 mo |
| Feb_2023 | Mar_2023 | Jun_2023 | 13.50% | 4 mo |
| Feb_2024 | Mar_2024 | Jun_2024 | 11.39% | 4 mo |
| Sep_2023 | Sep_2023 | Oct_2023 | 4.51% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
32.16%
Downside deviation
27.92%