Know Your PMS · Monthly tearsheet
PRUDENCE
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_202656 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
17.06%
Total return
108.56%
Max drawdown
-16.47%
Sharpe
0.98
Sortino
1.10
Calmar
1.04
Win months
58.93%
Best / worst month
16.8% / -12.9%
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 | -1.51% | 6.18% | -12.89% | 16.84% | 7.27% | 7.01% | 2.19% | 8.45% | 1.74% | – | – | – | 37.76% |
2025 | -3.70% | -6.31% | 5.52% | 3.20% | 6.81% | 1.72% | -1.95% | -2.77% | 1.24% | 1.46% | -1.56% | 0.11% | 3.01% |
2024 | – | – | – | – | -4.03% | 9.57% | 2.14% | 2.04% | 3.39% | -4.33% | 1.91% | 0.72% | 11.27% |
2023 | -1.91% | -1.58% | -0.32% | – | – | 5.80% | – | – | – | – | – | – | 1.81% |
2022 | -0.18% | -8.01% | 5.72% | -0.76% | -5.47% | -5.54% | 8.43% | 4.81% | -2.64% | 2.38% | -1.74% | -4.05% | -8.13% |
2021 | – | 8.37% | 0.00% | 5.96% | 5.39% | 3.88% | 6.86% | 4.11% | 3.97% | -3.81% | -0.14% | 1.09% | 41.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Sep_2024 | 16.47% | 23 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 12.89% | 1 mo |
| Oct_2024 | Feb_2025 | May_2025 | 11.40% | 7 mo |
| Jul_2025 | Jan_2026 | Feb_2026 | 4.95% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
17.54%
Downside deviation
15.55%