Know Your PMS · Monthly tearsheet
Q India Value Equity Strategy - Constrained XVIII
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_20269 months filedBM: BSE 500 TRBM: BSE500TRI
CAGR
Needs 12 months
Total return
-4.46%
Max drawdown
-13.85%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
8.9% / -11.2%
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 | -1.98% | -1.00% | -11.22% | 8.86% | 0.12% | -0.38% | 3.18% | -1.42% | – | – | – | – | -4.85% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.42% | 0.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Ongoing | 13.85% | 8 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
17.15%
Downside deviation
17.86%