Know Your PMS · Monthly tearsheet
India Resurgent
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: BSE500(TRI)BM: BenchmarkBM: BSE500TRI
CAGR
22.13%
Total return
34.96%
Max drawdown
-12.59%
Sharpe
1.27
Sortino
1.68
Calmar
1.76
Win months
61.11%
Best / worst month
12.4% / -8.3%
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 | -2.58% | 1.53% | -8.26% | 12.42% | 2.42% | 5.83% | 4.15% | 6.33% | -0.03% | – | – | – | 22.41% |
2025 | – | – | – | -4.04% | 8.26% | 2.52% | 0.08% | -0.52% | 5.33% | 2.48% | -0.55% | -3.14% | 10.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | May_2026 | 12.59% | 6 mo |
| Apr_2025 | Apr_2025 | May_2025 | 4.04% | 1 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.52% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.03% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
16.47%
Downside deviation
13.20%