Know Your PMS · Monthly tearsheet
NARNOLIA 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 Jun_202654 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
5.86%
Total return
29.22%
Max drawdown
-18.92%
Sharpe
0.44
Sortino
0.37
Calmar
0.31
Win months
57.41%
Best / worst month
10.6% / -11.1%
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 | -4.31% | 1.38% | -11.11% | 8.67% | -0.91% | 2.71% | – | – | – | – | – | – | -4.63% |
2025 | -6.87% | -8.95% | 8.61% | 4.75% | 1.83% | 3.39% | -2.61% | -2.19% | 1.67% | 5.30% | 2.07% | -0.55% | 5.14% |
2024 | -1.72% | 1.87% | -0.61% | 2.33% | 1.17% | 10.60% | 2.05% | -0.61% | 1.71% | -4.92% | 0.03% | 0.54% | 12.39% |
2023 | -3.11% | -1.86% | -1.70% | 5.09% | 5.04% | 4.91% | 3.10% | -0.37% | 0.53% | -3.30% | 4.40% | 5.76% | 19.35% |
2022 | 1.21% | -7.82% | 4.78% | -4.33% | -1.84% | -5.38% | 7.59% | 3.07% | -2.63% | 2.97% | 3.08% | -3.50% | -3.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 18.92% | 13 mo |
| Dec_2025 | Mar_2026 | Ongoing | 14.24% | 7 mo · open |
| Feb_2022 | Jun_2022 | Jun_2023 | 14.18% | 16 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.30% | 1 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 1.72% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
15.34%
Downside deviation
15.63%