Know Your PMS · Monthly tearsheet
SHREE LAKSHMI PLAN
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_202650 months filedBM: BSE500TRIBM: BSE 500BM: Benchmark
CAGR
13.10%
Total return
66.99%
Max drawdown
-27.92%
Sharpe
0.73
Sortino
0.65
Calmar
0.47
Win months
60.00%
Best / worst month
12.5% / -16.0%
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 | -6.83% | 1.96% | -11.74% | 12.49% | 1.53% | 5.56% | -1.73% | 6.27% | -0.43% | – | – | – | 5.11% |
2025 | -9.68% | -16.03% | 7.94% | -6.36% | 9.35% | 6.39% | -1.87% | 0.18% | 1.82% | 6.27% | -3.22% | -0.53% | -8.68% |
2024 | 3.55% | 5.21% | -5.80% | 5.59% | 1.36% | 9.31% | 3.99% | 1.69% | -2.54% | -1.90% | -0.04% | -0.55% | 20.67% |
2023 | -4.79% | 0.78% | 1.31% | 4.90% | – | 7.30% | 7.58% | 7.90% | -1.49% | -2.82% | 10.30% | 0.88% | 35.29% |
2022 | – | – | – | – | – | -0.17% | 3.11% | 1.98% | 1.91% | 2.08% | – | -2.42% | 6.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 27.92% | 25 mo · open |
| Dec_2022 | Jan_2023 | Jun_2023 | 7.09% | 5 mo |
| Mar_2024 | Mar_2024 | May_2024 | 5.80% | 2 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.27% | 2 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 0.17% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
6 mo
Ann. volatility
19.46%
Downside deviation
20.14%