Know Your PMS · Monthly tearsheet
CA MFM Multi-cap
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_202654 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
4.48%
Total return
21.79%
Max drawdown
-16.05%
Sharpe
0.39
Sortino
0.34
Calmar
0.28
Win months
51.85%
Best / worst month
10.9% / -10.7%
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 | -3.30% | 0.22% | -10.67% | 7.96% | -0.03% | 2.51% | 0.00% | -0.57% | – | – | – | – | -4.77% |
2025 | -0.52% | -4.61% | 4.68% | 3.26% | 1.88% | 2.68% | -2.66% | -2.16% | 0.90% | 3.02% | 1.08% | -0.68% | 6.64% |
2024 | -5.66% | -1.21% | 1.32% | 1.56% | -1.26% | 7.30% | 3.02% | 3.40% | 3.49% | -7.03% | -0.74% | -1.46% | 1.86% |
2023 | -4.16% | -1.64% | -1.19% | 3.76% | 5.03% | 3.94% | 1.88% | -1.06% | 0.58% | -3.02% | 5.05% | 4.75% | 14.16% |
2022 | – | – | 3.08% | -1.36% | -5.85% | -5.68% | 10.89% | 3.83% | -2.23% | 3.53% | 1.92% | -3.84% | 3.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 16.05% | 23 mo · open |
| Apr_2022 | Jun_2022 | Aug_2022 | 12.41% | 4 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 10.43% | 6 mo |
| Jan_2024 | Feb_2024 | Jun_2024 | 6.80% | 5 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.49% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
13.62%
Downside deviation
13.25%