Know Your PMS · Monthly tearsheet
SOLDIER
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: NIFTY50TRIBM: BenchmarkBM: NIFTY500TR
CAGR
6.61%
Total return
42.93%
Max drawdown
-32.66%
Sharpe
0.41
Sortino
0.35
Calmar
0.20
Win months
50.75%
Best / worst month
15.6% / -13.9%
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 | -3.10% | 0.13% | -13.92% | 14.92% | -0.07% | 4.23% | 2.60% | -0.10% | -4.12% | – | – | – | -1.75% |
2025 | -6.81% | -11.09% | 5.58% | 1.48% | 8.21% | 2.43% | -1.38% | -3.64% | -1.26% | 7.36% | -2.90% | 1.18% | -2.62% |
2024 | 6.62% | -2.48% | -4.46% | 9.62% | -6.69% | 9.32% | 5.53% | -0.07% | 0.78% | -5.75% | -0.63% | -2.31% | 8.01% |
2023 | -1.67% | -1.65% | -2.33% | 8.98% | 3.05% | – | 7.46% | 9.27% | 0.94% | -0.54% | 5.80% | 0.49% | 32.95% |
2022 | -7.96% | -8.50% | -1.04% | 10.44% | -12.75% | -5.39% | 5.56% | 8.07% | -0.29% | 1.38% | 0.63% | -3.80% | -15.18% |
2021 | – | 15.58% | 4.77% | 4.42% | 5.91% | -0.29% | 3.63% | -6.14% | 1.33% | -7.07% | -5.89% | 6.56% | 22.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2021 | Jun_2022 | Jan_2024 | 32.66% | 28 mo |
| Oct_2024 | Mar_2026 | Ongoing | 25.58% | 24 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.83% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 6.69% | 1 mo |
| Jun_2021 | Jun_2021 | Jul_2021 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
21.08%
Downside deviation
19.08%