Know Your PMS · Monthly tearsheet
Diversified Equity
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: S and P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
10.31%
Total return
72.94%
Max drawdown
-20.03%
Sharpe
0.80
Sortino
0.78
Calmar
0.51
Win months
62.69%
Best / worst month
8.8% / -9.6%
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 | -2.73% | 0.03% | -8.13% | 8.21% | 0.73% | 1.22% | 2.07% | 1.44% | -5.26% | – | – | – | -3.26% |
2025 | -3.57% | -9.56% | 7.40% | 1.82% | 3.91% | 2.88% | -2.63% | -1.80% | -0.35% | 4.08% | 1.24% | -1.24% | 1.09% |
2024 | 3.58% | 1.70% | -1.66% | 5.43% | 0.37% | 5.85% | 4.12% | -0.95% | 0.18% | -5.32% | 0.25% | -2.64% | 10.78% |
2023 | -2.27% | -1.60% | 0.51% | 3.77% | 2.63% | 3.78% | 4.95% | -0.19% | 2.21% | -2.77% | 6.00% | 7.52% | 26.75% |
2022 | 0.03% | -3.95% | 2.80% | 0.01% | -3.87% | -4.53% | 8.76% | 3.06% | -3.06% | 4.84% | 2.95% | -2.30% | 3.87% |
2021 | – | 6.39% | 1.30% | -0.09% | 5.76% | – | 1.66% | 6.81% | 2.60% | -1.36% | -5.01% | 1.99% | 21.24% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 20.03% | 26 mo · open |
| Oct_2021 | Jun_2022 | Nov_2022 | 13.37% | 13 mo |
| Dec_2022 | Feb_2023 | May_2023 | 6.05% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.77% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.66% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
13.40%
Downside deviation
13.22%