Know Your PMS · Monthly tearsheet
SHREE SMART MARKET 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_202621 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
5.03%
Total return
8.97%
Max drawdown
-12.82%
Sharpe
0.38
Sortino
0.25
Calmar
0.39
Win months
61.90%
Best / worst month
11.1% / -11.8%
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 | -1.94% | 1.51% | -11.76% | 11.07% | 0.97% | 0.69% | 1.56% | 0.71% | -5.56% | – | – | – | -4.19% |
2025 | 0.00% | -6.82% | 6.33% | 3.20% | 2.82% | 3.43% | -2.57% | -2.07% | 1.70% | 4.21% | 4.21% | -0.74% | 13.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Aug_2026 | 12.82% | 8 mo |
| Feb_2025 | Feb_2025 | Apr_2025 | 6.82% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.56% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.59% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
16.26%
Downside deviation
19.90%