Know Your PMS · Monthly tearsheet
MICROCAP MULTIFACTOR 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_202620 months filedBM: S and P BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
7.98%
Total return
13.65%
Max drawdown
-18.52%
Sharpe
0.45
Sortino
0.40
Calmar
0.43
Win months
55.00%
Best / worst month
15.5% / -10.4%
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 | -7.08% | 2.73% | -10.01% | 15.46% | -1.05% | 4.68% | 2.30% | 3.76% | -0.35% | – | – | – | 8.67% |
2025 | – | -10.38% | 8.40% | -2.87% | 12.04% | 4.29% | -1.18% | -3.53% | 1.05% | 1.10% | -3.49% | 0.92% | 4.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Aug_2026 | 18.52% | 13 mo |
| Feb_2025 | Feb_2025 | May_2025 | 10.38% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.35% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
21.97%
Downside deviation
19.78%