Know Your PMS · Monthly tearsheet
KUNVARJI FINSTOCK PRIVATE LIMITED
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_202650 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
5.30%
Total return
24.01%
Max drawdown
-16.61%
Sharpe
0.46
Sortino
0.42
Calmar
0.32
Win months
52.00%
Best / worst month
8.7% / -10.6%
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 | -2.40% | -0.92% | -10.59% | 7.56% | -2.08% | 0.77% | 2.50% | -0.19% | -7.44% | – | – | – | -13.10% |
2025 | -2.21% | -6.60% | 5.53% | 3.76% | 2.41% | 2.59% | -3.52% | -1.02% | -1.23% | 3.83% | 2.13% | -1.24% | 3.79% |
2024 | 1.50% | 1.23% | – | -0.56% | -1.45% | 6.67% | 4.02% | 1.06% | 1.82% | -5.22% | -0.86% | -1.11% | 6.83% |
2023 | -4.49% | -0.81% | -1.00% | 3.10% | 1.83% | 3.98% | 3.29% | -1.56% | 0.14% | -0.85% | 4.26% | 5.37% | 13.55% |
2022 | – | – | – | – | – | – | 8.69% | 3.85% | -3.10% | 4.30% | 2.74% | -3.29% | 13.35% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 16.61% | 24 mo · open |
| Dec_2022 | Mar_2023 | Jul_2023 | 9.30% | 7 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 3.10% | 1 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.26% | 3 mo |
| Apr_2024 | May_2024 | Jun_2024 | 2.00% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
13.15%
Downside deviation
12.66%