Know Your PMS · Monthly tearsheet
Prime Synergy
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_202610 months filedBM: NIFTY50TRIBM: NIFTY50HYBRID50-50
CAGR
Needs 12 months
Total return
2.64%
Max drawdown
-6.33%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
5.7% / -5.9%
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 | 0.00% | -0.49% | -5.87% | 5.70% | 0.94% | 0.86% | 3.15% | 3.55% | -4.67% | – | – | – | 2.64% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Jun_2026 | 6.33% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.67% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
11.60%
Downside deviation
15.03%