Know Your PMS · Monthly tearsheet
CONSERVATIVE GROWTH 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
-2.37%
Total return
-4.11%
Max drawdown
-17.23%
Sharpe
-0.06
Sortino
-0.14
Calmar
-0.14
Win months
47.62%
Best / worst month
8.8% / -9.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -1.66% | -5.50% | -4.63% | 4.14% | 5.82% | 5.13% | 0.00% | – | – | – | – | – | 2.68% |
2022 | -4.93% | -9.52% | 1.40% | 5.69% | -6.25% | -3.45% | 8.82% | -0.68% | 3.14% | 2.63% | 3.70% | -5.04% | -5.99% |
2021 | – | – | – | – | – | – | – | – | – | – | -1.62% | 0.98% | -0.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Mar_2023 | Ongoing | 17.23% | 21 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
16.38%
Downside deviation
17.28%