Know Your PMS · Monthly tearsheet
SageOne Mid and Small Cap
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_202668 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500
CAGR
19.81%
Total return
178.42%
Max drawdown
-23.39%
Sharpe
1.03
Sortino
1.09
Calmar
0.85
Win months
63.24%
Best / worst month
14.1% / -10.8%
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 | -8.25% | 3.31% | -9.77% | 14.08% | 3.47% | 4.42% | -2.14% | 3.64% | -4.07% | – | – | – | 2.56% |
2025 | -6.89% | -10.78% | 7.61% | 0.56% | 8.17% | 5.35% | -1.34% | -1.83% | 0.58% | 6.93% | -0.79% | -0.57% | 5.26% |
2024 | 4.66% | 0.31% | 0.83% | 10.38% | 0.18% | 10.19% | 2.64% | 2.08% | 4.48% | -5.82% | 0.14% | -2.22% | 30.21% |
2023 | 0.06% | -0.84% | -2.06% | 6.73% | 2.98% | 5.02% | 10.30% | 6.18% | 2.93% | -4.28% | 11.39% | 5.80% | 52.53% |
2022 | -4.23% | -7.53% | 6.01% | -0.17% | -6.75% | -9.62% | 8.45% | 3.34% | -3.51% | 0.67% | -0.82% | -4.94% | -18.93% |
2021 | – | 9.97% | 2.91% | 6.78% | 6.83% | 8.66% | 6.46% | 1.62% | 4.31% | -4.36% | -0.76% | 6.60% | 60.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 23.39% | 20 mo |
| Jan_2022 | Mar_2023 | Jul_2023 | 21.22% | 18 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 5.09% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.28% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.07% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
19.32%
Downside deviation
18.15%