Know Your PMS · Monthly tearsheet
Dynamic Investment Approach
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_202667 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
30.80%
Total return
347.68%
Max drawdown
-21.72%
Sharpe
1.52
Sortino
2.03
Calmar
1.42
Win months
62.69%
Best / worst month
15.6% / -13.6%
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 | -3.39% | -0.30% | -13.63% | 15.64% | 0.70% | 4.85% | -1.99% | -0.87% | 3.08% | – | – | – | 1.73% |
2025 | -5.72% | -10.84% | 7.19% | 1.49% | 5.90% | 7.20% | -0.40% | -2.78% | 3.66% | 2.17% | -2.48% | -2.20% | 1.54% |
2024 | 6.47% | -0.70% | – | 11.63% | 5.51% | 6.20% | 5.43% | 1.78% | 2.27% | -0.80% | -2.90% | -3.32% | 35.15% |
2023 | -1.41% | -1.08% | 2.07% | 5.00% | 2.28% | 9.70% | 7.07% | 4.97% | 0.47% | -3.26% | 8.09% | 5.39% | 45.94% |
2022 | 0.27% | -7.04% | 12.74% | 3.72% | -3.55% | -3.32% | 9.42% | 5.11% | -1.06% | 3.02% | 7.95% | -0.09% | 28.50% |
2021 | – | 14.31% | 4.65% | 6.46% | 11.71% | -0.16% | 1.59% | 1.72% | 5.64% | 4.75% | -1.31% | 6.68% | 71.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 21.72% | 24 mo · open |
| Feb_2022 | Feb_2022 | Mar_2022 | 7.04% | 1 mo |
| May_2022 | Jun_2022 | Jul_2022 | 6.75% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.26% | 1 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 2.56% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
18.85%
Downside deviation
15.20%