Know Your PMS · Monthly tearsheet
MEGA TRENDS:Multicap-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_202663 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
10.60%
Total return
69.69%
Max drawdown
-25.81%
Sharpe
0.68
Sortino
0.60
Calmar
0.41
Win months
61.90%
Best / worst month
10.7% / -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 | -1.78% | 0.82% | -11.79% | 10.69% | -0.34% | 2.30% | 0.26% | 1.49% | -5.52% | – | – | – | -5.23% |
2025 | -11.10% | -11.84% | 9.26% | 0.47% | 4.22% | 4.92% | -3.19% | -2.85% | -0.02% | 5.90% | 0.91% | 0.52% | -4.97% |
2024 | 3.25% | 2.40% | 2.09% | 6.17% | 1.67% | 7.83% | -0.79% | -1.45% | -0.19% | -4.09% | 0.53% | 0.60% | 18.92% |
2023 | -6.26% | 3.35% | 1.88% | 5.20% | 4.19% | 5.05% | 4.86% | 2.65% | 1.00% | -4.26% | 9.53% | 7.00% | 38.63% |
2022 | -5.82% | -4.31% | 2.39% | -2.90% | – | -4.66% | 10.57% | 4.49% | -1.65% | 1.05% | 2.06% | -1.98% | -1.88% |
2021 | – | – | – | – | – | 4.13% | 4.65% | 7.01% | -0.55% | -1.03% | -2.77% | 4.38% | 16.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2024 | Feb_2025 | Ongoing | 25.81% | 27 mo · open |
| Sep_2021 | Jun_2022 | Apr_2023 | 14.67% | 18 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.26% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
16.83%
Downside deviation
17.74%