Know Your PMS · Monthly tearsheet
STRATEGIC 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
16.48%
Total return
134.42%
Max drawdown
-21.81%
Sharpe
1.22
Sortino
1.20
Calmar
0.76
Win months
70.15%
Best / worst month
13.3% / -10.4%
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 | -4.12% | 1.03% | -10.38% | 13.26% | 0.97% | 2.45% | 1.32% | -0.58% | – | – | – | – | 2.45% |
2025 | -8.62% | -5.16% | 5.51% | 3.55% | 5.33% | 3.74% | -0.67% | 0.28% | -0.15% | -1.63% | -2.78% | -1.24% | -2.81% |
2024 | 5.82% | 6.54% | 0.14% | 4.69% | 1.48% | 7.72% | 5.20% | 3.75% | 2.31% | -4.95% | -3.18% | 0.70% | 33.70% |
2023 | -1.53% | 0.52% | 0.74% | 4.19% | 3.56% | 3.98% | 4.98% | 0.66% | 2.98% | 0.14% | 6.40% | 4.32% | 35.32% |
2022 | -1.65% | -4.76% | 1.00% | 2.90% | -1.56% | -0.92% | 5.75% | 3.90% | 0.59% | 1.04% | 1.74% | -1.61% | 6.14% |
2021 | – | 6.29% | 1.84% | -0.04% | 5.77% | 3.30% | 2.50% | 1.38% | 1.26% | 0.91% | -3.04% | 0.72% | 22.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 21.81% | 23 mo · open |
| Nov_2021 | Feb_2022 | Aug_2022 | 8.53% | 9 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 3.12% | 4 mo |
| Apr_2021 | Apr_2021 | May_2021 | 0.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
20 mo
Longest loss streak
5 mo
Ann. volatility
13.20%
Downside deviation
13.77%