Know Your PMS · Monthly tearsheet
Uppercrust Prosperity 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_202627 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
1.05%
Total return
2.38%
Max drawdown
-28.96%
Sharpe
0.15
Sortino
0.05
Calmar
0.04
Win months
48.15%
Best / worst month
14.7% / -13.8%
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 | 8.52% | -1.92% | -7.97% | 10.55% | 3.12% | -6.38% | -0.43% | 5.39% | -4.28% | – | – | – | 5.01% |
2025 | -7.00% | -13.83% | 14.67% | 1.96% | 10.81% | 3.29% | -5.60% | -2.85% | 7.05% | 1.42% | 0.75% | 2.24% | 9.99% |
2024 | – | – | – | – | – | – | 0.00% | -6.79% | -1.12% | -4.00% | 1.61% | -1.40% | -11.35% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jan_2026 | 28.96% | 17 mo |
| Feb_2026 | Mar_2026 | May_2026 | 9.74% | 3 mo |
| Jun_2026 | Jul_2026 | Ongoing | 6.78% | 4 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
22.10%
Downside deviation
20.86%