Know Your PMS · Monthly tearsheet
SMALL CAP STRATEGY
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_202610 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
14.97%
Max drawdown
-15.37%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
18.7% / -7.6%
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 | -7.03% | -0.25% | -7.56% | 18.71% | 5.22% | 12.02% | -3.21% | 2.36% | -2.00% | – | – | – | 16.46% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -1.28% | -1.28% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 15.37% | 4 mo |
| Jul_2026 | Jul_2026 | Ongoing | 3.21% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
27.30%
Downside deviation
15.66%