Know Your PMS · Monthly tearsheet
FUTURE STARS
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_202662 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
18.98%
Total return
145.48%
Max drawdown
-15.57%
Sharpe
1.05
Sortino
1.00
Calmar
1.22
Win months
66.13%
Best / worst month
13.8% / -12.8%
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 | -0.13% | 4.79% | -12.84% | 13.81% | 2.62% | 0.78% | -1.44% | 3.10% | -4.42% | – | – | – | 4.28% |
2025 | -8.30% | -6.87% | 7.34% | -0.93% | 4.50% | 0.11% | 0.13% | -5.05% | 1.43% | 5.04% | 1.75% | -1.06% | -3.12% |
2024 | 7.34% | 4.05% | -3.37% | 6.62% | 0.03% | 8.51% | 7.34% | 4.78% | 3.54% | -7.80% | 3.24% | 3.86% | 43.79% |
2023 | -4.68% | 1.18% | 1.70% | 6.42% | 8.05% | 4.09% | 7.70% | 5.44% | 2.00% | -1.84% | 12.81% | 5.21% | 58.42% |
2022 | 0.44% | -6.24% | 4.50% | 1.64% | -8.30% | -7.01% | 8.85% | 4.01% | -1.90% | 4.76% | 3.27% | -0.83% | 1.63% |
2021 | – | – | – | – | – | – | – | 0.00% | 3.41% | -1.46% | -1.96% | 5.06% | 4.96% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Feb_2026 | 15.57% | 16 mo |
| Feb_2022 | Jun_2022 | Nov_2022 | 15.08% | 9 mo |
| Mar_2026 | Mar_2026 | May_2026 | 12.84% | 2 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 5.47% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.42% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
2 mo
Ann. volatility
18.00%
Downside deviation
18.89%