Know Your PMS · Monthly tearsheet
Investment Approach 1
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 Nov_202558 months filedBM: NOT_SPECIFIEDBM: Benchmark
CAGR
14.72%
Total return
94.21%
Max drawdown
-17.66%
Sharpe
0.87
Sortino
1.06
Calmar
0.83
Win months
50.00%
Best / worst month
15.7% / -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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 11.60% | 4.68% | 6.35% | 1.39% | 6.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | 33.93% |
2024 | -3.58% | -2.64% | 8.35% | -2.98% | -3.11% | 5.90% | -2.72% | 4.60% | 2.53% | -7.79% | -1.30% | -0.35% | -4.19% |
2023 | -9.47% | 2.29% | -4.79% | 8.74% | 8.11% | -0.22% | 2.93% | -2.48% | 5.94% | -4.10% | -2.56% | 3.75% | 6.62% |
2022 | 0.16% | -2.87% | 4.99% | -3.58% | -4.90% | -6.21% | 15.72% | 4.58% | -1.13% | 0.83% | -2.72% | -3.70% | -0.72% |
2021 | – | 7.68% | -0.50% | 2.76% | 6.00% | 2.62% | 3.27% | 13.50% | 3.85% | 0.25% | -3.49% | 1.38% | 42.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2022 | Mar_2023 | Sep_2023 | 17.66% | 12 mo |
| Nov_2021 | Jun_2022 | Aug_2022 | 14.05% | 9 mo |
| Oct_2024 | Dec_2024 | Jan_2025 | 9.31% | 3 mo |
| Oct_2023 | Feb_2024 | Sep_2024 | 8.99% | 11 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 0.50% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
17.40%
Downside deviation
13.87%