Know Your PMS · Monthly tearsheet
QUESTPMS FOCUS
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_202612 months filedBM: BenchmarkBM: BSE500TRIBM: BSE-500 INDEX TRIBM: BSE500INDEXTRI
CAGR
18.68%
Total return
18.68%
Max drawdown
-15.34%
Sharpe
0.88
Sortino
1.06
Calmar
1.22
Win months
58.33%
Best / worst month
14.4% / -10.7%
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 | -2.87% | 0.03% | -10.69% | 14.44% | 4.78% | 1.74% | 2.13% | 9.89% | -1.35% | – | – | – | 17.20% |
2025 | – | – | – | – | – | – | – | – | – | 3.79% | -0.26% | -2.18% | 1.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | May_2026 | 15.34% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.35% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
21.18%
Downside deviation
17.61%