Know Your PMS · Monthly tearsheet
ALLWEATHER
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_202634 months filedBM: BSE500BM: BenchmarkBM: BSE500TRI
CAGR
8.61%
Total return
26.38%
Max drawdown
-23.85%
Sharpe
0.47
Sortino
0.42
Calmar
0.36
Win months
58.82%
Best / worst month
21.9% / -12.2%
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 | -9.27% | -0.52% | -12.15% | 21.90% | 1.19% | 2.94% | -2.90% | 3.64% | 2.06% | – | – | – | 3.41% |
2025 | -5.52% | -11.60% | 1.53% | 1.48% | 7.88% | -2.60% | 2.39% | -0.13% | 1.85% | 6.16% | -5.12% | 2.21% | -3.05% |
2024 | 8.03% | -1.64% | -4.68% | 7.17% | -5.05% | 13.29% | 2.70% | 4.07% | -2.32% | -2.12% | 0.56% | 3.03% | 23.62% |
2023 | – | – | – | – | – | – | – | – | – | 1.97% | – | – | 1.97% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 23.85% | 25 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.24% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 5.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
22.45%
Downside deviation
20.71%