Know Your PMS · Monthly tearsheet
IKIGAI Bespoke Small Cap 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 Aug_20269 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
26.49%
Max drawdown
-8.89%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
17.8% / -8.9%
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 | -3.14% | 5.03% | -8.89% | 17.80% | 2.20% | 4.57% | 1.61% | 6.86% | – | – | – | – | 26.70% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.17% | -0.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 8.89% | 1 mo |
| Dec_2025 | Jan_2026 | Feb_2026 | 3.30% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
24.00%
Downside deviation
18.86%