Know Your PMS · Monthly tearsheet
Merisis Catalyst - Series 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_202610 months filedBM: Nifty 50 TRIBM: BSE500TRIBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
1.31%
Max drawdown
-21.44%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
17.7% / -13.4%
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 | -6.82% | -2.64% | -13.40% | 17.70% | 2.83% | 9.66% | -2.48% | -2.20% | -2.13% | – | – | – | -2.67% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 4.09% | 4.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jun_2026 | 21.44% | 5 mo |
| Jul_2026 | Sep_2026 | Ongoing | 6.66% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
28.52%
Downside deviation
22.30%