Know Your PMS · Monthly tearsheet
I-Equity
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_202527 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
16.51%
Total return
41.02%
Max drawdown
-20.13%
Sharpe
1.12
Sortino
0.97
Calmar
0.82
Win months
74.07%
Best / worst month
9.4% / -9.4%
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 | -3.92% | -9.45% | 6.31% | 3.67% | 3.64% | 4.20% | -3.63% | 0.50% | 1.16% | 4.53% | 1.19% | – | 7.31% |
2024 | 1.31% | 1.07% | 0.21% | 2.45% | -0.96% | 9.39% | 2.05% | 1.93% | 2.73% | -6.71% | 0.27% | -1.86% | 11.72% |
2023 | – | – | – | – | – | – | – | – | 1.81% | -0.92% | 8.61% | 7.36% | 17.62% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 20.13% | 14 mo · open |
| May_2024 | May_2024 | Jun_2024 | 0.96% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.92% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
14.44%
Downside deviation
16.98%