Know Your PMS · Monthly tearsheet
RH PERENNIAL
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_202643 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
19.50%
Total return
89.36%
Max drawdown
-31.63%
Sharpe
0.95
Sortino
0.86
Calmar
0.62
Win months
67.44%
Best / worst month
18.7% / -15.6%
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 | -6.06% | -2.64% | -10.57% | 18.72% | 2.89% | 4.99% | -0.19% | 4.39% | – | – | – | – | 9.29% |
2025 | -12.13% | -15.57% | 7.51% | -1.42% | 3.28% | -2.76% | 2.42% | 2.65% | 2.21% | 3.43% | -1.94% | -2.88% | -16.42% |
2024 | 1.22% | 1.29% | -2.56% | 3.79% | -4.92% | 11.18% | 3.24% | 8.84% | 1.38% | -0.08% | 5.06% | 0.56% | 31.81% |
2023 | – | 0.29% | 0.99% | 6.38% | 5.55% | 7.62% | 5.23% | 4.93% | 0.50% | -1.11% | 10.85% | 5.63% | 57.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 31.63% | 20 mo · open |
| May_2024 | May_2024 | Jun_2024 | 4.92% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.56% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.11% | 1 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 0.08% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
20.92%
Downside deviation
22.65%