Know Your PMS · Monthly tearsheet
Q India Ethical Return 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 Aug_202621 months filedBM: BSE500TRIBM: BenchmarkBM: BSE 500 TR
CAGR
1.72%
Total return
3.04%
Max drawdown
-15.51%
Sharpe
0.18
Sortino
0.09
Calmar
0.11
Win months
57.14%
Best / worst month
10.9% / -10.2%
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 | -3.90% | 0.82% | -10.16% | 10.93% | 1.30% | -0.09% | 6.09% | 1.31% | – | – | – | – | 5.03% |
2025 | -3.75% | -9.25% | 4.86% | 1.30% | 5.73% | 3.02% | -2.60% | 0.04% | -1.06% | 1.69% | 0.14% | -1.12% | -1.90% |
2024 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 15.51% | 12 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 12.65% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
16.15%
Downside deviation
18.46%