Know Your PMS · Monthly tearsheet

Trend Following -Large Cap

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_202622 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
Strategy page
CAGR
-6.12%
Total return
-10.93%
Max drawdown
-17.31%
Sharpe
-0.51
Sortino
-0.19
Calmar
-0.35
Win months
4.55%
Best / worst month
7.7% / -9.3%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%–––0.00%
2025
-9.30%-8.83%7.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-10.93%
2024
–––––––––––0.00%0.00%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jan_2025Feb_2025Ongoing17.31%21 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
10.93%
Downside deviation
31.41%