Know Your PMS · Monthly tearsheet
Prosperity Fund of Funds
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_202634 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
10.10%
Total return
31.34%
Max drawdown
-4.83%
Sharpe
1.57
Sortino
1.32
Calmar
2.09
Win months
79.41%
Best / worst month
5.4% / -4.7%
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 | -1.08% | 0.96% | -4.71% | 4.41% | 0.42% | 1.19% | 1.00% | 0.81% | – | – | – | – | 2.80% |
2025 | -0.61% | -1.91% | 2.85% | 1.70% | 1.65% | 0.55% | 0.06% | -1.11% | 0.95% | 1.27% | 0.14% | 0.02% | 5.60% |
2024 | 1.64% | 1.83% | 0.01% | 4.44% | 1.20% | 1.43% | 1.17% | 0.93% | 1.02% | -0.68% | 0.60% | 0.36% | 14.78% |
2023 | – | – | – | – | – | – | – | – | – | – | 0.00% | 5.40% | 5.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jun_2026 | 4.83% | 5 mo |
| Jan_2025 | Feb_2025 | Mar_2025 | 2.51% | 2 mo |
| Aug_2025 | Aug_2025 | Oct_2025 | 1.11% | 2 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 0.68% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
2 mo
Ann. volatility
6.19%
Downside deviation
7.62%