Know Your PMS · Monthly tearsheet
Microsec Wealth Management Ltd.
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: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
11.70%
Total return
87.18%
Max drawdown
-20.61%
Sharpe
1.01
Sortino
0.99
Calmar
0.57
Win months
47.06%
Best / worst month
11.7% / -6.4%
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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | 0.00% |
2025 | -6.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -6.36% |
2024 | -0.07% | 0.72% | 1.10% | 0.20% | 5.25% | 6.27% | 1.63% | 1.21% | 1.40% | -2.60% | 1.29% | 3.09% | 20.97% |
2023 | -2.72% | 0.34% | -0.29% | 2.60% | 5.47% | 5.77% | 4.19% | 5.68% | -1.82% | -2.33% | 8.49% | 6.95% | 36.47% |
2022 | -3.30% | -5.75% | -1.25% | -4.69% | -3.44% | -4.15% | 11.65% | 5.24% | -2.67% | 1.62% | 0.79% | -3.95% | -10.68% |
2021 | – | 2.27% | 1.36% | 1.34% | 6.28% | 3.14% | 4.98% | 6.34% | 3.78% | 0.21% | -2.02% | 3.48% | 35.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jul_2023 | 20.61% | 18 mo |
| Jan_2025 | Jan_2025 | Ongoing | 6.36% | 21 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.11% | 2 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 2.60% | 2 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 2.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
6 mo
Ann. volatility
11.61%
Downside deviation
11.84%