Know Your PMS · Monthly tearsheet
Focus
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_202618 months filedBM: BenchmarkBM: BSE500TRIBM: BSE500(TRI)
CAGR
6.83%
Total return
10.42%
Max drawdown
-9.92%
Sharpe
0.56
Sortino
0.52
Calmar
0.69
Win months
61.11%
Best / worst month
8.8% / -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 | -2.14% | 3.67% | -8.10% | 8.82% | 0.50% | 1.48% | 1.03% | 2.10% | -4.32% | – | – | – | 2.12% |
2025 | – | – | – | 1.26% | 5.21% | 5.05% | -2.36% | -1.48% | 0.39% | 2.36% | -0.64% | -1.63% | 8.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 9.92% | 12 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.32% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
12.96%
Downside deviation
13.07%