Know Your PMS · Monthly tearsheet
SageOne 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_202655 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500
CAGR
11.35%
Total return
63.71%
Max drawdown
-24.19%
Sharpe
0.61
Sortino
0.61
Calmar
0.47
Win months
58.18%
Best / worst month
20.0% / -11.9%
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 | -5.51% | 1.12% | -8.05% | 19.98% | 1.71% | 3.41% | 4.32% | 0.91% | -3.64% | – | – | – | 12.46% |
2025 | -10.21% | -11.93% | 6.81% | 1.91% | 16.62% | 0.58% | -1.59% | -3.74% | -2.70% | 2.68% | -4.84% | 2.27% | -7.01% |
2024 | 5.02% | -3.56% | -5.66% | 9.77% | -2.10% | 7.27% | 1.51% | 4.33% | 2.46% | -4.03% | -0.19% | 0.08% | 14.58% |
2023 | -2.15% | -3.06% | -0.30% | 7.64% | 0.90% | 7.39% | 4.76% | 2.95% | 2.99% | -2.02% | 6.85% | 5.39% | 35.18% |
2022 | – | – | 5.96% | 3.06% | -9.32% | -8.52% | 11.86% | 4.48% | -2.24% | -0.18% | 2.29% | -4.37% | 1.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 24.19% | 21 mo |
| May_2022 | Jun_2022 | Jun_2023 | 17.05% | 13 mo |
| Feb_2024 | Mar_2024 | Jun_2024 | 9.02% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.64% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
20.99%
Downside deviation
18.69%