Know Your PMS · Monthly tearsheet
PMSLONG
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
18.13%
Total return
153.46%
Max drawdown
-19.02%
Sharpe
1.11
Sortino
1.53
Calmar
0.95
Win months
56.72%
Best / worst month
16.3% / -10.1%
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 | -4.78% | 4.13% | -7.14% | 16.30% | 5.33% | 2.77% | 1.77% | 7.49% | -4.11% | – | – | – | 21.59% |
2025 | -6.34% | -10.13% | 9.57% | -0.95% | 9.07% | 2.26% | -1.28% | -1.51% | 1.41% | 5.88% | -1.07% | -4.20% | 0.81% |
2024 | -1.03% | -0.05% | 4.51% | -0.20% | 2.00% | 0.83% | 4.13% | -0.20% | 2.39% | -3.46% | 0.74% | -1.08% | 8.62% |
2023 | -2.11% | -0.39% | 0.56% | 6.02% | 0.34% | 4.94% | 4.18% | 0.36% | 5.85% | -1.62% | 3.93% | 8.00% | 33.78% |
2022 | -0.50% | -2.48% | -0.47% | -2.01% | – | -5.75% | 15.20% | 4.44% | -2.51% | 3.89% | 1.67% | -1.65% | 8.68% |
2021 | – | 4.95% | -0.13% | -1.15% | 6.86% | 1.44% | 4.31% | 7.71% | 2.17% | 1.16% | -2.26% | 2.72% | 30.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 19.02% | 12 mo |
| Nov_2025 | Mar_2026 | Apr_2026 | 12.74% | 5 mo |
| Jan_2022 | Jun_2022 | Jul_2022 | 10.81% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.11% | 1 mo · open |
| Dec_2022 | Feb_2023 | Apr_2023 | 4.10% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
16.14%
Downside deviation
11.82%