Know Your PMS · Monthly tearsheet
PMSAGGRESSIVE
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_202667 months filedBM: BenchmarkBM: BSE500TRI
CAGR
20.27%
Total return
180.21%
Max drawdown
-27.57%
Sharpe
0.98
Sortino
0.89
Calmar
0.74
Win months
68.66%
Best / worst month
18.9% / -14.8%
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 | -9.03% | 5.15% | -10.14% | 18.88% | 5.57% | 6.40% | -0.47% | 10.24% | -1.52% | – | – | – | 24.02% |
2025 | -14.83% | -13.89% | 7.85% | -3.98% | 14.39% | 1.07% | 0.43% | -4.85% | 0.43% | 5.15% | -0.19% | -4.72% | -15.73% |
2024 | 9.28% | 1.13% | -2.67% | 11.92% | 5.68% | 0.40% | 1.71% | -1.41% | 0.52% | 0.02% | 0.57% | 1.97% | 32.06% |
2023 | -2.93% | -3.70% | 0.32% | 5.95% | 6.49% | 7.06% | 10.17% | 7.46% | 2.90% | 0.56% | 8.56% | 5.84% | 59.44% |
2022 | -1.63% | -13.93% | 1.30% | -1.94% | – | -1.94% | 7.77% | 6.15% | -0.90% | 1.59% | 3.17% | -3.29% | -5.23% |
2021 | – | 5.51% | 1.51% | 1.40% | 6.07% | 1.20% | 7.20% | 3.67% | 1.58% | 1.09% | -2.26% | 3.33% | 34.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Aug_2026 | 27.57% | 19 mo |
| Jan_2022 | Jun_2022 | May_2023 | 17.53% | 15 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.67% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 2.26% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.52% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
3 mo
Ann. volatility
21.18%
Downside deviation
22.85%