Know Your PMS · Monthly tearsheet
DYNAMIC BUSINESS LEADER
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 Aug_202649 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
8.59%
Total return
40.03%
Max drawdown
-10.10%
Sharpe
0.95
Sortino
0.78
Calmar
0.85
Win months
69.39%
Best / worst month
7.4% / -8.1%
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 | -1.33% | 0.79% | -8.09% | 7.42% | 1.81% | 0.25% | 1.52% | 1.54% | – | – | – | – | 3.30% |
2025 | -4.97% | -4.34% | 2.26% | 2.38% | 3.78% | 3.03% | 0.47% | -0.95% | -1.39% | 0.18% | 1.03% | -0.51% | 0.56% |
2024 | 1.58% | 3.90% | 2.17% | -0.45% | 0.12% | 3.31% | 3.27% | 0.20% | 3.26% | -3.21% | 1.12% | 1.14% | 17.44% |
2023 | -0.21% | 0.30% | 0.95% | 3.05% | 1.24% | 3.11% | 2.65% | -1.08% | 1.45% | -2.57% | 3.20% | 4.66% | 17.83% |
2022 | – | – | – | – | – | – | – | 0.00% | -2.50% | 1.05% | 0.74% | -1.85% | -2.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Jul_2026 | 10.10% | 11 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 10.01% | 8 mo |
| Sep_2022 | Jan_2023 | Apr_2023 | 2.79% | 7 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.57% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.08% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
9.08%
Downside deviation
11.03%