Know Your PMS · Monthly tearsheet
MAAP
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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
15.66%
Total return
125.30%
Max drawdown
-16.47%
Sharpe
1.11
Sortino
1.16
Calmar
0.95
Win months
65.67%
Best / worst month
10.2% / -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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -3.90% | -1.16% | -9.46% | 9.52% | 1.02% | 2.37% | 2.27% | 5.69% | – | – | – | – | 5.28% |
2025 | -4.08% | -6.65% | 5.18% | 3.20% | 4.87% | 1.96% | -0.64% | 0.52% | 0.18% | 5.28% | 0.03% | -0.61% | 8.84% |
2024 | 2.81% | 2.12% | 0.35% | 3.93% | -0.26% | 5.72% | 2.23% | -0.02% | 1.07% | -5.67% | 1.31% | -2.38% | 11.27% |
2023 | -3.17% | -1.72% | 1.16% | 4.14% | 2.79% | 6.11% | 4.60% | -1.00% | 2.91% | -2.63% | 7.61% | 10.22% | 34.58% |
2022 | 0.55% | -6.61% | 3.60% | -2.27% | -5.24% | -4.79% | 8.67% | 3.89% | -2.84% | 6.61% | 2.42% | -3.63% | -0.99% |
2021 | – | 5.63% | -0.15% | 0.05% | 5.00% | 2.23% | 2.21% | 5.54% | 6.43% | 3.25% | -1.93% | 0.71% | 32.62% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 16.47% | 12 mo |
| Nov_2021 | Jun_2022 | Nov_2022 | 15.28% | 12 mo |
| Dec_2025 | Mar_2026 | Aug_2026 | 14.53% | 8 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 8.29% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
13.98%
Downside deviation
13.53%