Know Your PMS · Monthly tearsheet
Trend Following - Flexicap 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_202642 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
15.13%
Total return
63.74%
Max drawdown
-23.29%
Sharpe
0.90
Sortino
0.71
Calmar
0.65
Win months
71.43%
Best / worst month
10.3% / -11.7%
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 | -1.63% | 0.48% | -11.69% | 10.32% | -0.48% | 2.15% | 0.34% | 1.43% | -5.44% | – | – | – | -5.79% |
2025 | -10.44% | -11.09% | 7.98% | 0.58% | 3.79% | 5.03% | -3.34% | -2.65% | -0.02% | 6.35% | 0.99% | 0.74% | -4.04% |
2024 | 4.76% | 3.04% | 0.71% | 2.75% | 2.50% | 7.49% | 2.61% | 0.40% | 0.75% | -5.29% | 0.55% | 1.16% | 23.06% |
2023 | – | – | – | 4.24% | 4.92% | 9.57% | 7.62% | 3.40% | -0.56% | -2.22% | 7.83% | 5.27% | 47.18% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 23.29% | 24 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.77% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
17.27%
Downside deviation
21.27%