Know Your PMS · Monthly tearsheet
NARNOLIA MID AND SMALL 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: BSE500TRIBM: BSE 500 TRI
CAGR
11.38%
Total return
62.44%
Max drawdown
-20.50%
Sharpe
0.71
Sortino
0.67
Calmar
0.56
Win months
59.26%
Best / worst month
10.6% / -12.6%
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 | -4.77% | 0.28% | -6.67% | 8.42% | 0.31% | 2.97% | – | – | – | – | – | – | -0.19% |
2025 | -9.05% | -12.59% | 9.23% | 1.63% | 6.40% | 4.84% | -3.78% | -2.10% | 0.23% | 4.33% | -1.42% | -0.24% | -4.63% |
2024 | 1.93% | 1.11% | -2.47% | 5.34% | -1.38% | 10.64% | 7.24% | 1.35% | 4.12% | -1.31% | -1.03% | 2.76% | 31.23% |
2023 | -1.85% | -2.05% | 0.75% | 3.98% | 9.06% | 8.35% | 6.74% | 3.17% | 2.63% | -2.70% | 6.54% | 3.10% | 43.76% |
2022 | 0.56% | -10.61% | 4.46% | -3.53% | -4.44% | -3.58% | 6.32% | 5.02% | -1.98% | 2.62% | -0.20% | -3.30% | -9.53% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Ongoing | 20.50% | 18 mo · open |
| Feb_2022 | Jun_2022 | Jun_2023 | 17.00% | 16 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.70% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.47% | 1 mo |
| Oct_2024 | Nov_2024 | Dec_2024 | 2.33% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
17.14%
Downside deviation
16.95%