Know Your PMS · Monthly tearsheet
Signature Option
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: HYBRID50BM: Benchmark
CAGR
5.08%
Total return
31.90%
Max drawdown
-7.08%
Sharpe
0.87
Sortino
1.01
Calmar
0.72
Win months
62.69%
Best / worst month
7.7% / -4.5%
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 | -0.11% | 0.55% | -0.32% | 0.52% | 0.02% | 1.89% | 0.22% | 0.04% | – | – | – | – | 2.83% |
2025 | 0.30% | 0.29% | 1.21% | 1.53% | 2.11% | 0.42% | -0.01% | -0.04% | 0.14% | 0.68% | 0.33% | -0.16% | 6.99% |
2024 | 1.27% | -0.11% | -4.49% | 1.14% | 0.27% | 0.78% | 1.14% | 0.53% | 1.66% | 0.15% | -0.69% | 1.55% | 3.09% |
2023 | -0.37% | -0.77% | 0.40% | 2.14% | 0.14% | 0.49% | 1.20% | -0.66% | 1.20% | -0.43% | 2.18% | 1.52% | 7.21% |
2022 | -0.70% | -2.32% | 2.43% | -0.23% | -3.42% | -1.18% | 1.88% | 3.73% | -0.42% | -2.05% | 0.19% | -1.14% | -3.41% |
2021 | – | 0.38% | 0.48% | 0.29% | 3.42% | 7.66% | -1.82% | -0.84% | 4.28% | -1.51% | -0.03% | -0.24% | 12.31% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Nov_2023 | 7.08% | 25 mo |
| Feb_2024 | Mar_2024 | Sep_2024 | 4.60% | 7 mo |
| Jul_2021 | Aug_2021 | Sep_2021 | 2.64% | 2 mo |
| Nov_2024 | Nov_2024 | Dec_2024 | 0.69% | 1 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 0.32% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
5.87%
Downside deviation
5.05%