Know Your PMS · Monthly tearsheet
KARMA CAPITAL MAGNOLIA
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: NIFTY50TRIBM: BSE 500 TRI
CAGR
11.13%
Total return
45.94%
Max drawdown
-17.71%
Sharpe
0.76
Sortino
0.78
Calmar
0.63
Win months
60.47%
Best / worst month
15.9% / -11.7%
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 | -4.34% | 1.29% | -11.67% | 15.86% | 0.68% | 3.46% | 1.16% | 0.11% | -5.45% | – | – | – | -1.10% |
2025 | -1.33% | -6.89% | 5.92% | 2.25% | 3.35% | 3.10% | -2.30% | -1.84% | -0.48% | 1.89% | 2.88% | -2.10% | 3.84% |
2024 | 1.14% | 4.10% | – | 1.83% | 0.06% | 5.25% | 6.17% | 1.73% | -0.28% | -5.66% | -0.23% | -1.35% | 12.92% |
2023 | – | -0.89% | -0.29% | 1.32% | 2.53% | 2.99% | 6.87% | -0.71% | 0.61% | -1.78% | 7.57% | 5.52% | 25.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Jul_2026 | 17.71% | 22 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.45% | 1 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 1.88% | 3 mo |
| Feb_2023 | Mar_2023 | Apr_2023 | 1.18% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
6 mo
Ann. volatility
15.19%
Downside deviation
14.20%