Know Your PMS · Monthly tearsheet
IME Concentrated Microtrends
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: BSE500TRIBM: BenchmarkBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
0.59%
Max drawdown
-14.42%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
12.6% / -12.9%
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 | -0.28% | -1.47% | -12.90% | 12.59% | 0.92% | 2.39% | -0.04% | 6.88% | -5.83% | – | – | – | 0.17% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.42% | 0.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Aug_2026 | 14.42% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.83% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
22.30%
Downside deviation
22.05%