Know Your PMS · Monthly tearsheet
Liquid
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 Feb_202628 months filed
CAGR
0.75%
Total return
1.76%
Max drawdown
-0.36%
Sharpe
Not reported
Sortino
0.83
Calmar
2.09
Win months
42.86%
Best / worst month
0.6% / -0.4%
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 | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.36% |
2024 | 0.01% | -0.08% | 0.12% | 0.23% | 0.10% | 0.20% | 0.13% | 0.03% | 0.27% | 0.14% | 0.02% | -0.36% | 0.81% |
2023 | – | – | – | – | – | – | – | – | – | – | 0.58% | 0.00% | 0.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Dec_2024 | Ongoing | 0.36% | 15 mo · open |
| Feb_2024 | Feb_2024 | Mar_2024 | 0.08% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
1 mo
Ann. volatility
0.56%
Downside deviation
0.90%