Know Your PMS · Monthly tearsheet
KARMA CAPITAL LOTUS
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_202643 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
20.82%
Total return
96.94%
Max drawdown
-19.30%
Sharpe
1.28
Sortino
1.34
Calmar
1.08
Win months
67.44%
Best / worst month
9.9% / -10.1%
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 | -4.35% | -0.49% | -10.05% | 9.95% | 1.82% | 2.45% | 3.96% | 2.24% | -4.68% | – | – | – | -0.51% |
2025 | -6.77% | -7.50% | 7.50% | 1.74% | 9.28% | 3.96% | -0.06% | -1.65% | 0.07% | 4.43% | 1.12% | -0.23% | 11.04% |
2024 | 4.11% | -1.11% | – | 4.57% | -0.25% | 7.76% | 4.54% | 4.02% | 3.74% | -5.32% | 0.52% | -1.68% | 22.16% |
2023 | – | 0.21% | 1.05% | 2.80% | 6.63% | 6.23% | 7.79% | 1.84% | 1.86% | -1.27% | 9.46% | 2.42% | 45.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 19.30% | 8 mo |
| Dec_2025 | Mar_2026 | Jul_2026 | 14.58% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.68% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 1.71% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
15.61%
Downside deviation
15.52%