Know Your PMS · Monthly tearsheet
QUANT
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_202635 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
13.36%
Total return
44.17%
Max drawdown
-34.71%
Sharpe
0.56
Sortino
0.57
Calmar
0.39
Win months
54.29%
Best / worst month
33.3% / -15.6%
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 | -15.63% | 2.18% | -8.62% | 33.34% | 6.73% | 0.44% | 1.80% | 9.41% | 5.16% | – | – | – | 31.89% |
2025 | -6.82% | -12.80% | 2.06% | -5.73% | 14.97% | -0.42% | -2.83% | -4.02% | 0.04% | 9.02% | -4.78% | 4.19% | -9.68% |
2024 | 2.85% | -1.88% | -3.21% | 5.77% | -3.76% | 11.24% | 9.05% | 0.31% | 10.28% | -4.86% | 0.85% | -4.36% | 22.44% |
2023 | – | – | – | – | – | – | – | – | – | – | 0.00% | -1.15% | -1.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Aug_2026 | 34.71% | 22 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.03% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 3.76% | 1 mo |
| Dec_2023 | Dec_2023 | Jan_2024 | 1.15% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
29.72%
Downside deviation
23.34%