Know Your PMS · Monthly tearsheet
LATENT EQUITY GROWTH
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 Aug_202632 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
24.13%
Total return
77.95%
Max drawdown
-17.61%
Sharpe
1.26
Sortino
1.29
Calmar
1.37
Win months
68.75%
Best / worst month
13.6% / -11.6%
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 | -5.09% | 0.41% | -11.58% | 13.62% | 3.25% | 9.05% | 4.23% | 2.84% | – | – | – | – | 15.55% |
2025 | -5.83% | -6.30% | 5.83% | 3.86% | 7.19% | 7.17% | -4.74% | -2.50% | 1.59% | 2.45% | 0.93% | 0.22% | 8.94% |
2024 | 0.00% | 0.93% | 0.74% | 5.47% | -0.20% | 13.02% | 7.19% | 4.02% | 4.42% | -0.55% | 1.19% | -0.25% | 41.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jun_2026 | 17.61% | 11 mo |
| Dec_2024 | Feb_2025 | May_2025 | 11.98% | 5 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 0.55% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.20% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
18.33%
Downside deviation
18.72%