Know Your PMS · Monthly tearsheet
UpperCrust 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 Sep_202655 months filedBM: NIFTYMA_NEWBM: NIFTYMULTIASSETBM: BenchmarkBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index 1
CAGR
14.97%
Total return
89.54%
Max drawdown
-21.77%
Sharpe
0.96
Sortino
1.09
Calmar
0.69
Win months
56.36%
Best / worst month
10.1% / -11.0%
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 | 7.17% | -2.68% | -9.43% | 10.14% | 2.47% | -4.08% | -0.52% | 3.74% | -3.96% | – | – | – | 1.35% |
2025 | -5.56% | -11.00% | 10.04% | 2.00% | 7.49% | 3.55% | -4.56% | -2.49% | 5.23% | 1.86% | 0.12% | 2.29% | 7.27% |
2024 | 5.57% | 1.69% | -0.17% | 8.40% | 5.68% | 6.26% | 5.40% | -1.40% | -0.46% | -4.85% | 0.98% | -1.30% | 27.98% |
2023 | -1.66% | -1.02% | -0.19% | 2.88% | 4.53% | 5.25% | 5.27% | 0.20% | 3.22% | -2.47% | 9.06% | 5.96% | 34.94% |
2022 | – | – | -0.01% | -2.82% | -2.91% | -3.46% | 6.75% | 3.18% | -0.75% | 1.46% | 1.48% | -1.53% | 0.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jan_2026 | 21.77% | 17 mo |
| Feb_2026 | Mar_2026 | Ongoing | 11.86% | 8 mo · open |
| Mar_2022 | Jun_2022 | Aug_2022 | 8.92% | 5 mo |
| Dec_2022 | Mar_2023 | May_2023 | 4.33% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
15.83%
Downside deviation
13.72%