Know Your PMS · Monthly tearsheet
EDGE
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 Mar_202623 months filed
CAGR
-8.53%
Total return
-15.71%
Max drawdown
-23.85%
Sharpe
-0.49
Sortino
-0.44
Calmar
-0.36
Win months
47.83%
Best / worst month
4.3% / -11.8%
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 | -2.60% | 1.48% | -11.81% | – | – | – | – | – | – | – | – | – | -12.83% |
2025 | -6.60% | -9.43% | 3.97% | 3.63% | 4.34% | 3.78% | -2.89% | -1.81% | -0.94% | 3.54% | 1.96% | -2.59% | -4.13% |
2024 | – | – | – | – | 0.00% | 3.23% | 4.02% | 1.29% | 1.76% | -7.22% | -0.35% | -1.43% | 0.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 23.85% | 18 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
15.41%
Downside deviation
19.60%