Know Your PMS · Monthly tearsheet
Investment Approach 1
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 Apr_20235 months filed
CAGR
Needs 12 months
Total return
-14.45%
Max drawdown
-20.39%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
20.00%
Best / worst month
7.5% / -6.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -6.37% | -5.12% | -4.17% | 7.46% | – | – | – | – | – | – | – | – | -8.52% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -6.49% | -6.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | Ongoing | 20.39% | 5 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
4 mo
Ann. volatility
18.25%
Downside deviation
19.47%