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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2024 | Sep_2024 | Ongoing | 42.37% | 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%