Know Your PMS · Monthly tearsheet
ESG MULTICAP
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 Mar_202315 months filed
CAGR
-9.04%
Total return
-11.17%
Max drawdown
-16.87%
Sharpe
-0.52
Sortino
-0.67
Calmar
-0.54
Win months
33.33%
Best / worst month
9.9% / -6.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -2.29% | -2.41% | -1.16% | – | – | – | – | – | – | – | – | – | -5.75% |
2022 | -2.64% | -6.14% | 4.43% | -1.69% | -5.48% | -6.25% | 9.94% | 3.80% | -3.67% | 3.50% | 2.79% | -3.06% | -5.75% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Ongoing | 16.87% | 15 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
4 mo
Ann. volatility
15.43%
Downside deviation
13.50%