Know Your PMS · Monthly tearsheet
KARMA WEALTH BUILDER
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_202667 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
20.11%
Total return
178.14%
Max drawdown
-20.86%
Sharpe
1.13
Sortino
1.13
Calmar
0.96
Win months
68.66%
Best / worst month
12.5% / -12.4%
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 | -4.68% | 2.31% | -12.44% | 12.46% | 3.25% | 2.55% | 0.56% | 4.34% | -0.49% | – | – | – | 6.16% |
2025 | -3.83% | -8.84% | 7.34% | 1.25% | 8.07% | 2.03% | -3.01% | -2.86% | 1.32% | 2.45% | 1.15% | -1.58% | 2.29% |
2024 | 2.74% | 3.15% | – | 1.46% | -1.19% | 5.64% | 7.05% | 3.54% | 2.79% | -4.31% | 0.61% | -1.95% | 20.71% |
2023 | -3.78% | -2.49% | 0.44% | 4.73% | 3.63% | 9.33% | 10.36% | 3.29% | 0.77% | -3.20% | 9.27% | 6.75% | 45.03% |
2022 | 0.37% | -8.66% | 5.64% | -5.06% | -6.95% | -7.16% | 7.55% | 6.57% | -1.55% | 2.74% | 2.77% | -2.76% | -7.97% |
2021 | – | 7.46% | -1.62% | 8.91% | 10.56% | 6.16% | 1.96% | 1.68% | 9.00% | 0.78% | 0.55% | 2.74% | 58.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | Jun_2022 | Jun_2023 | 20.86% | 16 mo |
| Oct_2024 | Mar_2026 | Aug_2026 | 17.55% | 22 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.20% | 1 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 1.62% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.19% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
3 mo
Ann. volatility
17.57%
Downside deviation
17.84%