Know Your PMS · Monthly tearsheet
PATERSON ADVANTAGE
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 Sep_202624 months filedBM: NIFTY250_TRIBM: BenchmarkBM: NIFTYLARGEMIDCAP250_TRIBM: NIFTY LARGEMIDCAP 250_TRI
CAGR
-28.03%
Total return
-48.20%
Max drawdown
-49.03%
Sharpe
-0.98
Sortino
-0.57
Calmar
-0.57
Win months
41.67%
Best / worst month
6.5% / -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 | -2.34% | 2.67% | -16.44% | -33.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | -44.55% |
2025 | -8.59% | -8.90% | 6.53% | 0.76% | 0.39% | 3.26% | -2.88% | -3.41% | -0.18% | 3.96% | 0.56% | 1.34% | -8.08% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | 0.63% | 0.99% | 1.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Apr_2026 | Ongoing | 49.03% | 21 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
27.79%
Downside deviation
48.87%