Know Your PMS · Monthly tearsheet
BESPOKE
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_202642 months filedBM: BSE500TRIBM: NIFTYMULTIASSETBM: BenchmarkBM: NIFTY50TRIBM: NSE Multi Asset Index 2
CAGR
16.66%
Total return
71.51%
Max drawdown
-26.83%
Sharpe
0.82
Sortino
0.88
Calmar
0.62
Win months
57.14%
Best / worst month
24.7% / -17.8%
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 | -0.71% | -1.85% | -17.82% | 24.66% | 5.70% | 8.60% | -0.58% | 4.54% | -4.98% | – | – | – | 13.18% |
2025 | -1.32% | -5.98% | 4.41% | 5.76% | 4.55% | 6.93% | -3.33% | -4.84% | 4.00% | 2.93% | -3.72% | -3.64% | 4.64% |
2024 | 0.34% | -0.45% | 0.08% | 5.08% | -1.57% | 10.01% | 4.89% | 1.69% | 1.96% | -6.58% | -1.08% | -1.55% | 12.54% |
2023 | – | – | – | 0.00% | 5.81% | 5.28% | 3.97% | 0.71% | 2.31% | -3.70% | 6.79% | 4.85% | 28.68% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jun_2026 | 26.83% | 11 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 15.59% | 8 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.98% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.70% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.57% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
21.43%
Downside deviation
18.95%