Know Your PMS · Monthly tearsheet
NIFTYMA_NEW
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 Feb_202410 months filed
CAGR
Needs 12 months
Total return
19.61%
Max drawdown
-1.06%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
80.00%
Best / worst month
4.4% / -1.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.74% | 1.26% | – | – | – | – | – | – | – | – | – | – | 3.02% |
2023 | – | – | – | – | 1.89% | 2.27% | 2.55% | -0.17% | 1.26% | -1.06% | 4.08% | 4.37% | 16.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2023 | Oct_2023 | Nov_2023 | 1.06% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 0.17% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
5.50%
Downside deviation
2.63%