Know Your PMS · Monthly tearsheet
INDIA EQUITY
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_202667 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
13.53%
Total return
103.10%
Max drawdown
-26.26%
Sharpe
0.95
Sortino
0.90
Calmar
0.52
Win months
67.16%
Best / worst month
15.5% / -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 | -5.60% | 1.22% | -12.00% | 15.47% | 1.03% | 2.00% | 1.84% | -0.66% | – | – | – | – | 1.22% |
2025 | -9.72% | -5.32% | 5.90% | 4.69% | 5.46% | 3.06% | -1.43% | 1.06% | 0.27% | -1.75% | -3.21% | -1.52% | -3.65% |
2024 | 6.16% | 6.09% | -0.77% | 4.03% | 0.15% | 7.61% | 6.51% | 5.62% | 2.24% | -5.84% | -4.34% | 1.05% | 31.17% |
2023 | -1.53% | 0.79% | -0.16% | 4.85% | 2.37% | 3.75% | 5.25% | 1.34% | 3.20% | -0.14% | 6.17% | 5.29% | 35.59% |
2022 | -2.38% | -4.51% | 0.67% | 3.56% | -2.29% | -1.81% | 4.78% | 2.97% | 0.22% | 2.83% | 1.22% | -1.11% | 3.77% |
2021 | – | 3.31% | 0.67% | -0.39% | 4.82% | 2.92% | 2.26% | 0.92% | 0.28% | 0.49% | -2.98% | 0.07% | 12.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 26.26% | 23 mo · open |
| Nov_2021 | Feb_2022 | Oct_2022 | 9.50% | 11 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 2.62% | 4 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.77% | 1 mo |
| Apr_2021 | Apr_2021 | May_2021 | 0.39% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.40%
Downside deviation
15.08%