Know Your PMS · Monthly tearsheet
MULTI CAP
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 Apr_202412 months filed
CAGR
22.32%
Total return
22.32%
Max drawdown
-3.62%
Sharpe
1.95
Sortino
3.13
Calmar
6.17
Win months
75.00%
Best / worst month
7.6% / -2.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.29% | 2.52% | -2.33% | 7.56% | – | – | – | – | – | – | – | – | 9.09% |
2023 | – | – | – | 6.55% | 3.26% | – | 1.78% | 1.93% | -1.28% | -2.37% | 1.45% | 0.47% | 12.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2023 | Oct_2023 | Feb_2024 | 3.62% | 5 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.33% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
10.22%
Downside deviation
7.12%