Know Your PMS · Monthly tearsheet
SageOne Liquid Approach
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_202632 months filedBM: COMPOSITCRISIBM: Benchmark
CAGR
4.76%
Total return
13.19%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
96.88%
Best / worst month
0.6% / 0.0%
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 | 0.39% | 0.33% | 0.14% | 0.32% | 0.36% | 0.43% | 0.41% | 0.32% | 0.34% | – | – | – | 3.08% |
2025 | 0.47% | 0.41% | 0.39% | 0.44% | 0.43% | 0.42% | 0.40% | 0.40% | 0.44% | 0.44% | 0.32% | 0.38% | 5.05% |
2024 | – | 0.00% | 0.27% | 0.51% | 0.23% | 0.41% | 0.49% | 0.55% | 0.51% | 0.57% | 0.40% | 0.50% | 4.53% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
31 mo
Longest loss streak
0 mo
Ann. volatility
0.39%
Downside deviation
0.00%