Know Your PMS · Monthly tearsheet
VALUE FOR 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 Sep_202662 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
10.93%
Total return
70.93%
Max drawdown
-18.75%
Sharpe
0.73
Sortino
0.68
Calmar
0.58
Win months
59.68%
Best / worst month
11.1% / -13.0%
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 | -3.22% | 2.82% | -12.99% | 9.68% | 0.42% | -0.28% | -0.94% | 1.29% | -4.25% | – | – | – | -8.64% |
2025 | -4.55% | -5.71% | 7.42% | 1.27% | 2.50% | 1.41% | -1.16% | -4.55% | 2.17% | 4.23% | -0.23% | 0.60% | 2.62% |
2024 | 4.68% | 1.37% | -1.64% | 5.74% | 2.32% | 5.10% | 5.80% | 0.34% | 2.98% | -5.76% | -0.57% | 2.02% | 24.04% |
2023 | -3.92% | -1.00% | -0.23% | 7.63% | 6.58% | 4.96% | 4.93% | 3.12% | 4.13% | -1.42% | 8.75% | 4.47% | 44.19% |
2022 | 1.82% | -7.02% | 4.91% | 0.86% | -8.14% | -6.48% | 11.06% | 4.46% | -2.71% | 6.71% | 1.13% | -0.78% | 4.00% |
2021 | – | – | – | – | – | – | – | 0.00% | 3.82% | -4.09% | -3.20% | 1.69% | -1.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Apr_2023 | 18.75% | 18 mo |
| Oct_2024 | Mar_2026 | Ongoing | 15.06% | 24 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.64% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.42% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
15.84%
Downside deviation
16.13%