Know Your PMS · Monthly tearsheet
ITHOUGHTPMS SPHERE
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_202655 months filedBM: NSE Multi Asset Index 1BM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: Benchmark
CAGR
18.42%
Total return
117.04%
Max drawdown
-12.16%
Sharpe
1.41
Sortino
1.34
Calmar
1.51
Win months
70.91%
Best / worst month
7.6% / -12.0%
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 | 0.82% | 0.97% | -11.99% | 7.56% | -1.71% | -1.01% | 1.03% | 0.56% | -6.13% | – | – | – | -10.58% |
2025 | 1.42% | -2.70% | 6.57% | 4.01% | 3.59% | 1.75% | 0.22% | 1.49% | 4.22% | 2.00% | 3.25% | 3.10% | 32.70% |
2024 | 0.07% | 3.01% | 2.73% | 4.98% | 1.23% | 3.28% | 4.83% | 3.10% | 4.82% | -1.94% | -2.20% | -3.35% | 22.05% |
2023 | -0.54% | -3.84% | 2.74% | 3.39% | 3.09% | 3.94% | 7.11% | -1.40% | 0.47% | 0.85% | 7.52% | 3.35% | 29.44% |
2022 | – | – | 1.47% | -0.60% | -1.17% | -4.01% | 7.34% | 3.52% | -2.44% | 5.08% | 6.36% | -0.13% | 15.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Sep_2026 | Ongoing | 12.16% | 7 mo · open |
| Oct_2024 | Feb_2025 | Apr_2025 | 8.53% | 6 mo |
| Apr_2022 | Jun_2022 | Jul_2022 | 5.70% | 3 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 4.48% | 4 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.44% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
13 mo
Longest loss streak
3 mo
Ann. volatility
12.54%
Downside deviation
13.78%