Know Your PMS · Monthly tearsheet
MONARCH NETWORTH CAPITAL LIMITED - MONARCH WEALTH CREATOR 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_202610 months filedBM: BSE500TRIBM: BSE 500 Total Return Index
CAGR
Needs 12 months
Total return
6.37%
Max drawdown
-9.17%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
21.8% / -9.2%
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 | -2.62% | 3.53% | -9.17% | 21.79% | -0.91% | 1.15% | -1.51% | 2.85% | -6.06% | – | – | – | 6.37% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 9.17% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.06% | 1 mo · open |
| Jan_2026 | Jan_2026 | Feb_2026 | 2.62% | 1 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.51% | 1 mo |
| May_2026 | May_2026 | Jun_2026 | 0.91% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
27.26%
Downside deviation
17.72%