Know Your PMS · Monthly tearsheet
NARNOLIA LARGE 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 Jun_202654 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
8.77%
Total return
46.00%
Max drawdown
-16.18%
Sharpe
0.65
Sortino
0.63
Calmar
0.54
Win months
57.41%
Best / worst month
9.6% / -12.1%
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 | -3.50% | 1.64% | -12.14% | 9.58% | -2.46% | 2.64% | – | – | – | – | – | – | -5.46% |
2025 | -3.65% | -8.32% | 8.00% | 3.56% | 1.68% | 2.87% | -2.32% | -0.57% | 1.94% | 3.78% | 2.06% | -1.37% | 6.88% |
2024 | -1.47% | 2.10% | 2.77% | 1.78% | 1.01% | 7.62% | 5.17% | 0.34% | 2.50% | -3.36% | 2.91% | 0.38% | 23.52% |
2023 | -2.81% | -1.47% | -0.59% | 5.77% | 3.41% | 4.99% | 2.63% | -2.36% | 2.44% | -4.05% | 6.40% | 7.09% | 22.69% |
2022 | -2.66% | -2.45% | -0.08% | -3.32% | -4.39% | -4.43% | 7.63% | 3.42% | -1.83% | 4.74% | 2.28% | -2.83% | -4.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jun_2023 | 16.18% | 17 mo |
| Dec_2025 | Mar_2026 | Ongoing | 15.01% | 7 mo · open |
| Oct_2024 | Feb_2025 | May_2025 | 11.82% | 7 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.05% | 1 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.88% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
6 mo
Ann. volatility
14.46%
Downside deviation
14.01%