Know Your PMS · Monthly tearsheet
Sameeksha India Long Horizon 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_202638 months filedBM: BSE500TRIBM: S and P BSE 500 Total Return IndexBM: Benchmark
CAGR
4.32%
Total return
14.32%
Max drawdown
-17.78%
Sharpe
0.44
Sortino
0.42
Calmar
0.24
Win months
36.84%
Best / worst month
7.5% / -7.9%
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 | -1.09% | 0.23% | -7.90% | 7.47% | 0.87% | 4.59% | 3.42% | -1.33% | -3.73% | – | – | – | 1.70% |
2025 | -3.40% | -4.42% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.71% | -7.58% |
2024 | -0.67% | -0.34% | -0.61% | 6.80% | -3.52% | 7.16% | 5.37% | 4.09% | -0.96% | 0.48% | -1.97% | -0.12% | 16.10% |
2023 | – | – | – | – | – | – | – | 0.00% | 0.40% | -0.50% | 2.20% | 2.61% | 4.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 17.78% | 25 mo · open |
| May_2024 | May_2024 | Jun_2024 | 3.52% | 1 mo |
| Jan_2024 | Mar_2024 | Apr_2024 | 1.61% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.50% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
10.78%
Downside deviation
10.17%