Know Your PMS · Monthly tearsheet
Q India Small Cap 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_202630 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TR
CAGR
9.82%
Total return
26.39%
Max drawdown
-18.38%
Sharpe
0.59
Sortino
0.54
Calmar
0.53
Win months
60.00%
Best / worst month
13.5% / -12.9%
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 | -3.46% | 0.15% | -12.89% | 13.55% | 5.06% | 3.72% | 0.52% | 1.60% | – | – | – | – | 6.43% |
2025 | -6.42% | -8.88% | 5.78% | 1.18% | 11.82% | 3.80% | -1.45% | -2.30% | 0.17% | 2.86% | 0.24% | -0.76% | 4.54% |
2024 | – | – | -2.86% | 6.65% | -1.68% | 8.15% | 4.13% | 3.46% | -0.71% | -3.12% | 1.27% | -1.74% | 13.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Jun_2025 | 18.38% | 9 mo |
| Jul_2025 | Mar_2026 | Jun_2026 | 16.88% | 11 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.86% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.68% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
18.64%
Downside deviation
18.18%