Know Your PMS · Monthly tearsheet
HOCKEY STICK MULTI CAP STRATEGY
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_202632 months filedBM: S and P BSE 500 TRBM: BenchmarkBM: BSE500TRI
CAGR
3.00%
Total return
8.19%
Max drawdown
-30.10%
Sharpe
0.24
Sortino
0.13
Calmar
0.10
Win months
50.00%
Best / worst month
13.6% / -17.7%
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 | -0.42% | -1.25% | -10.65% | 10.62% | 3.59% | -0.86% | 4.32% | -0.39% | -7.83% | – | – | – | -4.40% |
2025 | -8.84% | -17.67% | 4.67% | 1.41% | 6.50% | 3.50% | -3.23% | -2.25% | 3.11% | 3.86% | 1.42% | 3.21% | -6.89% |
2024 | – | -2.33% | -5.32% | 10.59% | -4.14% | 13.57% | 7.69% | 0.09% | 8.75% | -4.42% | -1.28% | -1.30% | 21.54% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 30.10% | 24 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 7.53% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 4.14% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
22.43%
Downside deviation
22.20%