Know Your PMS · Monthly tearsheet
NARNOLIA 5TX5T
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 Jun_202654 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
7.97%
Total return
41.20%
Max drawdown
-19.23%
Sharpe
0.60
Sortino
0.56
Calmar
0.41
Win months
59.26%
Best / worst month
9.6% / -9.5%
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 | -1.84% | 0.77% | -9.52% | 8.61% | -1.31% | 2.47% | – | – | – | – | – | – | -1.70% |
2025 | -6.73% | -7.93% | 7.95% | 2.37% | 3.06% | 3.45% | -1.85% | -0.36% | 1.61% | 2.95% | 0.47% | -1.21% | 2.73% |
2024 | 0.66% | 2.68% | 2.14% | 4.11% | -1.86% | 9.05% | 2.33% | 1.66% | 1.09% | -5.02% | -0.02% | -0.95% | 16.35% |
2023 | -2.54% | -0.59% | 0.44% | 3.49% | 3.47% | 7.16% | 4.50% | -0.67% | 0.86% | -1.87% | 5.94% | 4.66% | 27.19% |
2022 | 0.27% | -8.60% | 0.78% | -2.89% | -4.68% | -3.45% | 9.63% | 2.92% | -0.88% | 3.47% | 1.96% | -2.99% | -5.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.23% | 21 mo · open |
| Feb_2022 | Jun_2022 | Jun_2023 | 17.68% | 16 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.87% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.86% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 0.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.31%
Downside deviation
14.30%