Know Your PMS · Monthly tearsheet
Sameeksha India Equity Fund
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_20268 months filed
CAGR
Needs 12 months
Total return
21.79%
Max drawdown
-3.05%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
85.71%
Best / worst month
8.4% / -3.0%
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 | – | – | – | – | – | – | – | – | -3.05% | – | – | – | -3.05% |
2024 | 3.42% | 2.68% | – | – | – | – | – | – | – | – | – | – | 6.19% |
2023 | – | – | – | 5.48% | – | – | – | – | – | – | 8.42% | 4.00% | 18.94% |
2022 | – | – | – | 0.14% | – | – | – | – | -0.68% | – | – | – | -0.54% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 3.05% | 1 mo · open |
| Sep_2022 | Sep_2022 | Apr_2023 | 0.68% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
11.84%
Downside deviation
7.65%