Know Your PMS · Monthly tearsheet
Apex
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_202631 months filedBM: BSE500(TRI)BM: BenchmarkBM: BSE500TRI
CAGR
11.61%
Total return
32.80%
Max drawdown
-21.41%
Sharpe
0.70
Sortino
0.59
Calmar
0.54
Win months
64.52%
Best / worst month
13.2% / -11.0%
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 | -2.44% | 0.59% | -9.96% | 13.18% | 5.51% | 3.60% | 0.27% | 5.10% | -1.99% | – | – | – | 12.91% |
2025 | -10.99% | -9.72% | 8.27% | 1.22% | 4.94% | 3.79% | -1.90% | -2.83% | 2.80% | 4.51% | -0.82% | -1.49% | -4.03% |
2024 | – | – | -0.01% | 5.96% | 4.50% | 5.87% | 2.68% | 1.41% | 2.67% | -3.69% | 0.42% | 1.12% | 22.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 21.41% | 20 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.99% | 1 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
17.67%
Downside deviation
19.61%