Know Your PMS · Monthly tearsheet
RH SUPERVALUE AGGRESSIVE
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_202633 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
15.62%
Total return
49.07%
Max drawdown
-29.54%
Sharpe
0.71
Sortino
0.60
Calmar
0.53
Win months
63.64%
Best / worst month
17.2% / -14.5%
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 | -9.15% | 1.94% | -11.73% | 17.17% | 5.76% | 4.16% | 2.92% | 6.77% | – | – | – | – | 15.96% |
2025 | -14.48% | -13.15% | 4.71% | -1.66% | 9.57% | 2.61% | -2.42% | -5.07% | 1.13% | 9.47% | -0.92% | -1.35% | -13.81% |
2024 | 1.90% | 1.44% | -5.67% | 9.44% | -1.97% | 11.60% | 5.93% | 8.51% | 3.18% | -3.17% | 5.84% | 2.58% | 45.56% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 2.47% | 2.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 29.54% | 20 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 5.67% | 1 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 3.17% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.97% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
24.31%
Downside deviation
26.21%