Know Your PMS · Monthly tearsheet
EMERGING MOAT
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_202648 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
12.25%
Total return
58.75%
Max drawdown
-24.87%
Sharpe
0.77
Sortino
0.78
Calmar
0.49
Win months
58.33%
Best / worst month
13.8% / -11.6%
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 | -2.66% | 0.20% | -11.60% | 13.75% | 0.24% | 1.24% | 0.52% | 2.64% | 0.36% | – | – | – | 3.06% |
2025 | -5.46% | -11.63% | 7.15% | 3.64% | 8.02% | 3.46% | -4.69% | -3.24% | -0.07% | 2.95% | -1.35% | -1.52% | -4.43% |
2024 | 3.26% | -1.34% | -0.25% | 4.13% | 7.54% | 8.21% | 2.86% | 1.41% | 1.48% | -4.85% | -1.84% | -2.38% | 18.85% |
2023 | -0.27% | -4.18% | -1.02% | 6.04% | 4.81% | 6.59% | 3.76% | 6.90% | 0.78% | -3.03% | 6.34% | 5.70% | 36.52% |
2022 | – | – | – | – | – | – | – | – | – | -0.08% | 1.25% | -1.81% | -0.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 24.87% | 24 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 7.13% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.03% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 1.59% | 2 mo |
| Oct_2022 | Oct_2022 | Nov_2022 | 0.08% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
16.61%
Downside deviation
15.66%