Know Your PMS · Monthly tearsheet
METAMORPHOSIS FUND
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 Aug_202640 months filedBM: BSE500TRIBM: S and P BSE 500 Total Return IndexBM: Benchmark
CAGR
13.04%
Total return
50.46%
Max drawdown
-25.46%
Sharpe
0.74
Sortino
0.65
Calmar
0.51
Win months
60.00%
Best / worst month
14.6% / -13.5%
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 | -5.29% | -0.59% | -12.18% | 14.60% | 2.46% | 2.90% | 1.41% | 7.54% | – | – | – | – | 8.95% |
2025 | -10.51% | -13.54% | 6.88% | 1.60% | 10.02% | 1.90% | -3.64% | -3.04% | 2.82% | 3.48% | 1.35% | -0.87% | -5.92% |
2024 | 3.35% | 2.20% | -1.65% | 8.74% | -1.66% | 9.50% | 2.68% | 1.92% | -0.31% | 0.19% | -2.15% | -1.43% | 22.63% |
2023 | – | – | – | – | 0.00% | 1.81% | 3.99% | 2.80% | -0.06% | -0.71% | 5.25% | 5.31% | 19.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 25.46% | 24 mo · open |
| May_2024 | May_2024 | Jun_2024 | 1.66% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.65% | 1 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 0.77% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
18.89%
Downside deviation
20.13%