Know Your PMS · Monthly tearsheet
Aegis Debt
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_202666 months filedBM: CRISIL–AggressiveCreditDebtTermIndexBM: CRISIL – Aggressive Credit Debt Term IndexBM: Benchmark
CAGR
13.23%
Total return
98.09%
Max drawdown
-2.56%
Sharpe
3.95
Sortino
2.11
Calmar
5.17
Win months
96.97%
Best / worst month
4.1% / -2.6%
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 | 2.10% | 0.92% | 0.72% | 0.72% | 0.06% | 1.41% | 3.02% | 0.61% | 0.60% | – | – | – | 10.60% |
2025 | 0.79% | 0.75% | 1.04% | 1.20% | 0.83% | 0.85% | 0.74% | 0.71% | 0.78% | 0.78% | 0.82% | -2.56% | 6.88% |
2024 | 0.84% | 0.88% | 0.90% | 0.52% | 0.74% | 0.78% | 0.97% | 0.81% | 0.86% | 0.89% | 0.70% | 0.84% | 10.18% |
2023 | -0.07% | 0.69% | 0.77% | 1.01% | 0.71% | 0.89% | 0.77% | 1.01% | 0.57% | 0.57% | 0.71% | 0.84% | 8.80% |
2022 | 1.08% | 0.98% | 1.57% | 0.98% | 1.01% | 1.00% | 4.10% | 3.49% | 3.49% | 3.58% | 2.70% | 0.77% | 27.65% |
2021 | – | – | – | 0.82% | 0.78% | 0.77% | 1.33% | 1.41% | 0.90% | 1.04% | 1.02% | 1.07% | 9.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Dec_2025 | Feb_2026 | 2.56% | 2 mo |
| Jan_2023 | Jan_2023 | Feb_2023 | 0.07% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
34 mo
Longest loss streak
1 mo
Ann. volatility
3.15%
Downside deviation
6.27%