Know Your PMS · Monthly tearsheet

LIQUIDPMS

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 May_202636 months filedBM: NIFTY50TRIBM: BenchmarkBM: NIFTYDEBT
Strategy page
CAGR
-9.75%
Total return
-26.48%
Max drawdown
-42.37%
Sharpe
-0.22
Sortino
-0.14
Calmar
-0.23
Win months
66.67%
Best / worst month
17.1% / -41.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.08%-0.27%0.00%0.00%0.00%–––––––-0.19%
2025
0.58%0.53%0.68%0.59%17.14%0.00%0.11%0.09%0.11%0.15%0.03%0.03%20.58%
2024
0.60%0.57%0.64%0.61%-1.75%0.06%-0.02%0.00%-41.37%0.00%0.00%0.14%-40.88%
2023
–––––0.00%0.55%0.55%0.51%0.54%0.55%0.59%3.34%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
May_2024Sep_2024Ongoing42.37%25 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
10 mo
Longest loss streak
1 mo
Ann. volatility
25.85%
Downside deviation
71.72%