Know Your PMS · Monthly tearsheet
Happiness Portfolio
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_202620 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
11.92%
Total return
20.64%
Max drawdown
-19.78%
Sharpe
0.67
Sortino
0.56
Calmar
0.60
Win months
65.00%
Best / worst month
17.3% / -13.2%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -6.20% | 0.47% | -13.20% | 17.31% | 1.17% | 2.76% | -0.27% | 2.02% | -3.33% | – | – | – | -1.88% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | -0.08% | -1.85% | -1.93% |
2021 | – | 0.61% | 1.05% | – | 5.52% | 5.76% | 3.00% | 4.49% | 1.84% | 0.81% | – | – | 25.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 19.78% | 11 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
19.20%
Downside deviation
21.32%