Know Your PMS · Monthly tearsheet
LCP
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_202668 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
4.53%
Total return
28.53%
Max drawdown
-24.69%
Sharpe
0.35
Sortino
0.31
Calmar
0.18
Win months
51.47%
Best / worst month
10.4% / -9.6%
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 | -4.01% | -0.76% | -9.18% | 10.45% | 0.67% | 4.41% | 0.36% | 1.67% | -1.88% | – | – | – | 0.56% |
2025 | -4.54% | -9.60% | 5.00% | 0.43% | 8.43% | 3.93% | -0.71% | -2.37% | -2.01% | 1.02% | -0.47% | -2.36% | -4.37% |
2024 | -0.58% | -4.35% | -7.07% | 10.07% | -4.24% | 10.43% | 3.97% | -2.06% | 0.46% | -1.31% | 0.13% | -0.82% | 3.13% |
2023 | -1.71% | -4.56% | -7.30% | 1.51% | 0.08% | 7.21% | -0.21% | 1.29% | -0.51% | -2.57% | 0.66% | 5.64% | -1.32% |
2022 | -2.94% | -7.63% | 1.88% | 3.44% | -4.56% | -5.15% | 10.32% | 5.28% | -0.81% | -3.64% | 0.40% | -6.17% | -10.55% |
2021 | – | 9.67% | 1.37% | 7.54% | 6.74% | 1.74% | 7.37% | -3.86% | 3.48% | 2.58% | -0.55% | 3.79% | 46.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Mar_2026 | Ongoing | 24.69% | 57 mo · open |
| Aug_2021 | Aug_2021 | Oct_2021 | 3.86% | 2 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 0.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
16.66%
Downside deviation
14.68%