Know Your PMS · Monthly tearsheet
Purnartha Dynamic Midcap 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_202642 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
13.50%
Total return
55.76%
Max drawdown
-17.38%
Sharpe
0.79
Sortino
0.77
Calmar
0.78
Win months
64.29%
Best / worst month
16.0% / -12.0%
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 | -5.16% | 0.98% | -9.52% | 15.98% | 2.93% | 4.23% | 0.09% | -0.54% | -6.95% | – | – | – | -0.13% |
2025 | -4.52% | -12.02% | 9.00% | 2.33% | 8.15% | 6.90% | -1.62% | -3.26% | 0.49% | 4.62% | 0.44% | -1.47% | 7.26% |
2024 | 3.44% | -3.01% | -1.92% | 6.25% | 1.10% | 10.46% | 0.18% | 2.55% | 0.52% | -4.25% | 3.12% | -0.39% | 18.59% |
2023 | – | – | – | 2.62% | 3.41% | 3.63% | 2.36% | 1.62% | -0.16% | -3.30% | 5.76% | 4.97% | 22.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 17.38% | 8 mo |
| Dec_2025 | Mar_2026 | May_2026 | 14.62% | 5 mo |
| Aug_2026 | Sep_2026 | Ongoing | 7.45% | 2 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.87% | 2 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.83% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
17.80%
Downside deviation
17.62%