Know Your PMS · Monthly tearsheet

MC-I

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_202631 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
Strategy page
CAGR
3.14%
Total return
8.31%
Max drawdown
-23.86%
Sharpe
0.27
Sortino
0.19
Calmar
0.13
Win months
51.61%
Best / worst month
10.9% / -11.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-4.77%-2.09%-11.02%10.86%3.02%3.92%3.36%1.65%-5.53%–––-2.27%
2025
-2.81%-6.44%6.34%2.24%3.05%4.15%-6.04%-1.44%-0.94%3.51%0.51%-1.86%-0.62%
2024
––0.00%3.22%-0.94%9.08%2.51%1.44%4.12%-6.13%-1.56%-0.07%11.51%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Oct_2024Mar_2026Ongoing23.86%24 mo · open
May_2024May_2024Jun_20240.94%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
16.07%
Downside deviation
16.36%