Know Your PMS · Monthly tearsheet
Excel
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_202668 months filedBM: CRISIL – Aggressive Credit Debt Term IndexBM: BenchmarkBM: CRISIL–AggressiveCreditDebtTermIndex
CAGR
10.80%
Total return
78.82%
Max drawdown
-0.98%
Sharpe
9.53
Sortino
3.18
Calmar
11.02
Win months
98.53%
Best / worst month
1.6% / -1.0%
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 | 1.16% | 0.97% | 0.57% | 0.57% | 0.20% | 1.49% | 1.61% | 0.53% | 0.66% | – | – | – | 8.02% |
2025 | 0.87% | 0.79% | 1.09% | 1.25% | 0.82% | 0.86% | 0.82% | 0.71% | 0.79% | 0.75% | 0.81% | -0.98% | 8.91% |
2024 | 0.89% | 0.98% | 1.06% | 0.66% | 1.05% | 0.90% | 1.02% | 0.73% | 0.91% | 1.00% | 0.74% | 0.89% | 11.38% |
2023 | 0.79% | 0.79% | 0.93% | 1.23% | 0.93% | 0.99% | 0.84% | 1.36% | 0.69% | 0.61% | 0.75% | 0.90% | 11.36% |
2022 | 0.76% | 0.81% | 0.88% | 1.03% | 0.74% | 0.85% | 0.77% | 0.90% | 0.87% | 0.91% | 0.87% | 0.91% | 10.80% |
2021 | – | 0.89% | 0.93% | 0.89% | 0.90% | 0.82% | 0.92% | 1.31% | 0.81% | 0.84% | 0.77% | 1.04% | 10.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Dec_2025 | Jan_2026 | 0.98% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
58 mo
Longest loss streak
1 mo
Ann. volatility
1.07%
Downside deviation
3.39%