Know Your PMS · Monthly tearsheet
Prudent Equity Growth Strategy
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_202627 months filedBM: BenchmarkBM: S and P BSE 500 Total Return IndexBM: BSE500TRI
CAGR
-2.05%
Total return
-4.54%
Max drawdown
-17.88%
Sharpe
-0.04
Sortino
-0.14
Calmar
-0.11
Win months
44.44%
Best / worst month
17.4% / -9.7%
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 | -3.44% | 0.76% | -9.72% | 17.36% | 0.23% | 1.90% | -1.26% | -2.67% | -1.42% | – | – | – | -0.25% |
2025 | -2.01% | -9.38% | 4.48% | -0.07% | 3.43% | 2.70% | -2.63% | -2.50% | 2.53% | 3.50% | -0.48% | -2.79% | -4.02% |
2024 | – | – | – | – | – | – | 0.00% | 1.63% | 0.72% | -3.78% | 1.24% | -0.01% | -0.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 17.88% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
16.50%
Downside deviation
14.48%