Know Your PMS · Monthly tearsheet
SI INDIA GROWTH
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_20268 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRI
CAGR
Needs 12 months
Total return
49.42%
Max drawdown
-5.75%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
71.43%
Best / worst month
23.9% / -5.8%
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 | – | 0.00% | -5.75% | 23.85% | 8.17% | 8.19% | 3.58% | 2.74% | 2.78% | – | – | – | 49.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 5.75% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
28.10%
Downside deviation
19.92%