Know Your PMS · Monthly tearsheet
Investment Approach 1
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 Dec_20233 months filed
CAGR
Needs 12 months
Total return
2.61%
Max drawdown
-3.47%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
6.3% / -1.9%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -1.64% | – | – | – | – | – | – | – | – | – | – | 6.30% | 4.56% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -1.86% | -1.86% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Jan_2023 | Dec_2023 | 3.47% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
13.15%
Downside deviation
6.07%