Know Your PMS · Monthly tearsheet
HPMG Multicap Fund
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_202650 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
14.20%
Total return
73.90%
Max drawdown
-17.93%
Sharpe
0.91
Sortino
0.91
Calmar
0.79
Win months
56.00%
Best / worst month
13.3% / -9.4%
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 | -5.70% | 3.11% | -9.39% | 13.34% | 3.30% | 2.02% | 1.97% | 1.43% | -5.98% | – | – | – | 2.33% |
2025 | -4.83% | -8.86% | 7.58% | 2.22% | 7.60% | 2.50% | -1.27% | -2.10% | 0.23% | 2.65% | -2.13% | -3.23% | -0.92% |
2024 | 2.37% | -0.55% | -2.95% | 7.64% | -0.13% | 8.39% | 4.00% | 2.88% | 2.17% | -5.43% | 1.06% | -1.00% | 19.08% |
2023 | 3.55% | -1.38% | -2.47% | 6.75% | 8.42% | 5.28% | 5.92% | 5.29% | 1.12% | -4.23% | 6.93% | 2.77% | 44.04% |
2022 | – | – | – | – | – | – | – | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 17.93% | 21 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.98% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.23% | 1 mo |
| Feb_2023 | Mar_2023 | Apr_2023 | 3.82% | 2 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.48% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
15.90%
Downside deviation
15.60%