Know Your PMS · Monthly tearsheet
Yield Maximiser 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: BenchmarkBM: CRISILCREDIT
CAGR
0.43%
Total return
2.44%
Max drawdown
-71.04%
Sharpe
0.21
Sortino
0.01
Calmar
0.01
Win months
59.70%
Best / worst month
46.6% / -33.8%
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 | 0.16% | 0.14% | 26.20% | -0.06% | -0.06% | -15.79% | 0.25% | -0.14% | – | – | – | – | 6.58% |
2025 | 15.11% | 18.65% | 10.39% | -7.24% | 46.65% | 8.46% | -7.92% | 5.98% | 0.87% | -0.06% | 19.06% | -0.06% | 160.39% |
2024 | -0.70% | 0.22% | 4.57% | -4.66% | -4.59% | 20.35% | 4.65% | -0.04% | 3.75% | 15.08% | -16.45% | -0.05% | 18.83% |
2023 | 0.11% | 3.97% | -0.02% | -5.97% | -30.84% | 2.36% | -0.19% | 2.38% | 5.09% | 2.99% | -33.80% | 1.34% | -48.60% |
2022 | 0.45% | 1.16% | 0.31% | 0.05% | 1.05% | -22.45% | -0.76% | -0.47% | 1.09% | 0.03% | 0.83% | -23.78% | -38.66% |
2021 | – | 0.01% | 0.55% | 0.90% | -3.46% | -0.03% | -0.01% | 0.01% | 0.11% | 0.51% | 0.01% | -0.02% | -1.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2022 | May_2024 | Mar_2026 | 71.04% | 45 mo |
| Apr_2026 | Jun_2026 | Ongoing | 15.89% | 5 mo · open |
| May_2021 | Jul_2021 | May_2022 | 3.50% | 12 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
39.35%
Downside deviation
41.58%