Know Your PMS · Monthly tearsheet
SMALL 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
16.69%
Total return
16.69%
Max drawdown
-6.53%
Sharpe
1.01
Sortino
1.10
Calmar
2.55
Win months
58.33%
Best / worst month
10.7% / -6.4%
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 | 0.70% | 5.04% | -6.42% | 10.70% | – | – | – | – | – | – | – | – | 9.58% |
2023 | – | – | – | 0.00% | 2.33% | – | 4.74% | 5.22% | -0.09% | -5.75% | 1.71% | -1.41% | 6.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2023 | Mar_2024 | Apr_2024 | 6.53% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
15.85%
Downside deviation
15.13%