Know Your PMS · Monthly tearsheet
SAVVY DEFAULT
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_202646 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
30.40%
Total return
176.63%
Max drawdown
-37.70%
Sharpe
1.06
Sortino
1.19
Calmar
0.81
Win months
60.87%
Best / worst month
22.9% / -19.5%
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 | -7.53% | -0.89% | -12.51% | 22.92% | 8.75% | 11.26% | 3.29% | 6.43% | -3.82% | – | – | – | 26.09% |
2025 | -13.27% | -19.53% | 16.20% | 5.93% | 15.79% | 0.22% | -6.95% | -3.22% | 1.40% | 1.50% | -7.24% | -1.62% | -15.68% |
2024 | 6.95% | -6.32% | -0.51% | 12.43% | 4.84% | 13.17% | 7.68% | 0.42% | -1.83% | -4.59% | -2.06% | 0.45% | 32.49% |
2023 | 1.05% | -2.10% | 3.35% | 11.71% | 9.87% | 15.18% | 10.11% | 4.82% | -0.53% | -0.28% | 9.53% | 4.60% | 89.58% |
2022 | – | – | – | – | – | – | – | – | – | – | – | 3.59% | 3.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Aug_2026 | 37.70% | 23 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.80% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.82% | 1 mo · open |
| Feb_2023 | Feb_2023 | Mar_2023 | 2.10% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 0.81% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
28.83%
Downside deviation
25.47%