Know Your PMS · Monthly tearsheet
SERENITY WEALTH
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_202634 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 Total Return Index
CAGR
4.96%
Total return
14.69%
Max drawdown
-37.80%
Sharpe
0.32
Sortino
0.23
Calmar
0.13
Win months
55.88%
Best / worst month
20.9% / -12.8%
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 | -8.91% | 1.55% | -11.87% | 20.89% | 2.76% | 2.65% | -0.50% | 3.19% | – | – | – | – | 6.74% |
2025 | -5.41% | -12.85% | 9.98% | -2.18% | 4.42% | 2.71% | 3.52% | -7.86% | -0.57% | 3.15% | -3.29% | -6.16% | -15.56% |
2024 | 1.48% | -0.06% | -2.16% | 4.65% | -3.48% | 8.80% | 11.49% | 2.59% | 5.36% | -4.80% | 0.77% | -5.81% | 18.74% |
2023 | – | – | – | – | – | – | – | – | – | – | 2.50% | 4.55% | 7.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 37.80% | 23 mo · open |
| May_2024 | May_2024 | Jun_2024 | 3.48% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 2.22% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
23.01%
Downside deviation
21.98%