Know Your PMS · Monthly tearsheet
Investment Approach 1
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 Mar_202311 months filed
CAGR
Needs 12 months
Total return
-4.78%
Max drawdown
-12.33%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
45.45%
Best / worst month
12.7% / -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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -3.20% | -2.06% | 1.10% | – | – | – | – | – | – | – | – | – | -4.15% |
2022 | – | – | – | – | -6.84% | -5.89% | 12.74% | 2.88% | -2.24% | 2.38% | 0.98% | -3.34% | -0.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2022 | Jun_2022 | Aug_2022 | 12.33% | 3 mo |
| Dec_2022 | Feb_2023 | Ongoing | 8.36% | 4 mo · open |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.24% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
17.77%
Downside deviation
14.98%