Know Your PMS · Monthly tearsheet
PROSPERO TREE INDIA EQUITY FUND
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_202619 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 Total Return Index
CAGR
19.38%
Total return
32.37%
Max drawdown
-18.54%
Sharpe
0.89
Sortino
1.20
Calmar
1.05
Win months
47.37%
Best / worst month
18.2% / -12.2%
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 | -3.86% | 0.98% | -12.23% | 18.23% | 4.92% | 4.82% | -0.87% | 3.83% | -2.28% | – | – | – | 11.44% |
2025 | – | – | 0.00% | 3.31% | 12.80% | 5.03% | -0.29% | -4.03% | -0.30% | 6.41% | -2.45% | -2.00% | 18.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | May_2026 | 18.54% | 6 mo |
| Jul_2025 | Sep_2025 | Oct_2025 | 4.60% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.28% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.87% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
22.19%
Downside deviation
16.20%