Know Your PMS · Monthly tearsheet
MCP
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: BenchmarkBM: BSE500TRI
CAGR
5.38%
Total return
34.61%
Max drawdown
-24.14%
Sharpe
0.41
Sortino
0.36
Calmar
0.22
Win months
54.41%
Best / worst month
13.9% / -11.5%
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 | -4.77% | -1.07% | -11.53% | 8.41% | 2.72% | 3.60% | 3.20% | 1.54% | -5.20% | – | – | – | -4.48% |
2025 | -2.51% | -6.61% | 5.85% | 1.83% | 3.08% | 4.32% | -5.87% | -1.45% | -1.18% | 3.52% | 0.75% | -2.15% | -1.27% |
2024 | -3.68% | -0.44% | -0.60% | 2.97% | -1.36% | 7.81% | 2.26% | 1.26% | 3.58% | -5.82% | -1.93% | -0.18% | 3.21% |
2023 | -4.65% | -0.97% | -4.55% | 5.61% | 4.53% | 4.77% | 0.08% | 0.17% | 0.96% | -3.49% | 4.43% | 4.81% | 11.45% |
2022 | -4.57% | -5.80% | 1.74% | -1.18% | -7.69% | -6.55% | 13.93% | 4.59% | -0.38% | -1.06% | -0.39% | -5.45% | -13.76% |
2021 | – | 6.28% | 3.23% | 3.80% | 6.98% | 2.63% | 6.82% | 3.77% | 0.56% | 1.79% | -1.22% | 2.67% | 43.88% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 24.14% | 24 mo · open |
| Jan_2022 | Mar_2023 | Jun_2024 | 22.27% | 29 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.22% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
7 mo
Ann. volatility
15.47%
Downside deviation
14.93%