Know Your PMS · Monthly tearsheet
EDGE - Multi Factor Mutual Funds DPMS
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_20266 months filed
CAGR
Needs 12 months
Total return
11.26%
Max drawdown
-6.76%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
12.1% / -6.8%
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 | – | – | – | 12.13% | 1.95% | -0.13% | 0.83% | 3.66% | -6.76% | – | – | – | 11.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 6.76% | 1 mo · open |
| Jun_2026 | Jun_2026 | Jul_2026 | 0.13% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
19.39%
Downside deviation
16.56%