Know Your PMS · Monthly tearsheet
R. Wadiwala Agile PE Ratio Portfolio-Master
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_202624 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
-49.12%
Total return
-74.11%
Max drawdown
-74.11%
Sharpe
-0.97
Sortino
-0.76
Calmar
-0.66
Win months
41.67%
Best / worst month
10.1% / -55.6%
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 | -7.97% | -0.94% | -8.11% | 7.29% | -3.09% | 0.87% | 2.12% | -1.08% | -6.43% | – | – | – | -16.95% |
2025 | -4.24% | -38.73% | 5.15% | 6.70% | 1.97% | 3.49% | -3.53% | -2.35% | -0.39% | 4.51% | 1.76% | -1.22% | -31.52% |
2024 | – | – | – | – | – | – | – | – | – | -55.64% | 10.09% | -6.78% | -54.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Sep_2026 | Ongoing | 74.11% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
48.70%
Downside deviation
64.55%