Know Your PMS · Monthly tearsheet
Q India Value Equity Strategy - Constrained V
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: BSE500TRIBM: BenchmarkBM: BSE 500 TR
CAGR
7.09%
Total return
18.68%
Max drawdown
-14.09%
Sharpe
0.56
Sortino
0.46
Calmar
0.50
Win months
63.33%
Best / worst month
8.7% / -11.4%
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 | -1.64% | -1.46% | -11.36% | 8.73% | -0.73% | 0.41% | 3.49% | -0.85% | – | – | – | – | -4.46% |
2025 | -1.63% | -6.62% | 4.07% | 2.95% | 3.15% | 2.39% | -3.08% | -0.55% | 0.03% | 3.11% | 2.20% | 0.77% | 6.42% |
2024 | – | – | 0.52% | 3.54% | 1.21% | 8.57% | 4.15% | 2.51% | 1.44% | -4.87% | 0.84% | -1.76% | 16.73% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Ongoing | 14.09% | 8 mo · open |
| Oct_2024 | Feb_2025 | Dec_2025 | 13.43% | 14 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
13.63%
Downside deviation
15.43%