Know Your PMS · Monthly tearsheet
AGGRESSIVE LEADERS FUND
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 Jul_202321 months filed
CAGR
8.57%
Total return
15.48%
Max drawdown
-11.15%
Sharpe
0.60
Sortino
0.48
Calmar
0.77
Win months
57.14%
Best / worst month
5.8% / -11.2%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -0.27% | -4.35% | -2.88% | 5.63% | 4.31% | 5.45% | 0.00% | – | – | – | – | – | 7.64% |
2022 | 2.46% | -11.15% | 5.85% | 4.10% | -6.37% | -2.00% | 5.43% | 4.03% | -1.32% | 2.00% | 4.07% | -3.38% | 2.17% |
2021 | – | – | – | – | – | – | – | – | – | – | 1.12% | 3.84% | 5.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | Feb_2022 | Nov_2022 | 11.15% | 9 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 10.49% | 6 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
15.41%
Downside deviation
17.72%