Know Your PMS · Monthly tearsheet
ITHOUGHT TRUBLU
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_202644 months filedBM: Nifty 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
7.43%
Total return
30.05%
Max drawdown
-16.53%
Sharpe
0.62
Sortino
0.59
Calmar
0.45
Win months
54.55%
Best / worst month
6.9% / -11.6%
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 | -4.59% | -0.68% | -11.58% | 6.93% | -0.98% | 1.19% | 2.20% | -1.14% | -6.01% | – | – | – | -14.75% |
2025 | 0.22% | -4.55% | 5.18% | 4.75% | 1.19% | 2.61% | -2.71% | -0.42% | 0.31% | 4.03% | 2.38% | -0.38% | 12.84% |
2024 | -1.21% | 1.36% | -0.06% | -0.01% | 0.32% | 6.16% | 4.59% | 2.19% | 4.15% | -5.52% | -0.63% | -1.38% | 9.84% |
2023 | – | -1.71% | -0.13% | 5.10% | 2.33% | 3.97% | 1.58% | -1.27% | 2.11% | -2.53% | 6.37% | 5.62% | 23.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 16.53% | 10 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 11.43% | 8 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.12% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.53% | 1 mo |
| Feb_2023 | Mar_2023 | Apr_2023 | 1.84% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
12.70%
Downside deviation
12.67%