Know Your PMS · Monthly tearsheet
INVESTVALUE INDIA WINNERS PORTFOLIO
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_20267 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRI
CAGR
Needs 12 months
Total return
16.47%
Max drawdown
-2.79%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
9.4% / -2.8%
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 | – | – | 0.00% | 9.37% | 2.41% | 3.62% | -2.14% | 5.49% | -2.79% | – | – | – | 16.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 2.79% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 2.14% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
13.91%
Downside deviation
8.61%