Know Your PMS · Monthly tearsheet
R Wadiwala Ethical Portfolio - PMS-Ethical PMS
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: BSE500TRIBM: BSE 500 TRI
CAGR
-32.21%
Total return
-54.04%
Max drawdown
-59.81%
Sharpe
-0.36
Sortino
-0.53
Calmar
-0.54
Win months
45.83%
Best / worst month
33.8% / -59.8%
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 | -6.42% | 2.45% | -11.45% | 12.51% | -1.79% | -0.63% | 5.88% | 0.43% | -8.15% | – | – | – | -8.95% |
2025 | -5.48% | -12.10% | 7.66% | 0.62% | 4.85% | 3.36% | -3.57% | -0.29% | 0.84% | 2.69% | -0.63% | -1.81% | -5.23% |
2024 | – | – | – | – | – | – | – | – | – | -59.81% | 33.80% | -0.95% | -46.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Oct_2024 | Ongoing | 59.81% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
51.94%
Downside deviation
60.87%