Know Your PMS · Monthly tearsheet
IME Bespoke Wealth
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_202610 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
-1.97%
Max drawdown
-9.50%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
6.3% / -6.8%
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 | -2.37% | -0.03% | -6.75% | 6.25% | -0.01% | 1.56% | 1.33% | 1.37% | -2.27% | – | – | – | -1.42% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.56% | -0.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Aug_2026 | 9.50% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.27% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
11.04%
Downside deviation
10.64%