Know Your PMS · Monthly tearsheet
Negen Special Situation and Technology 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 Feb_20263 months filedBM: BSE500TRI
CAGR
Needs 12 months
Total return
-7.82%
Max drawdown
-8.79%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
1.1% / -6.9%
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 | -6.89% | -2.04% | – | – | – | – | – | – | – | – | – | – | -8.79% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 1.06% | 1.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Feb_2026 | Ongoing | 8.79% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
11.33%
Downside deviation
17.60%