Know Your PMS · Monthly tearsheet
SOWILO TARGET RETURN AGGRESSIVE SCHEME
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_202640 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRIBM: Benchmark
CAGR
16.88%
Total return
68.18%
Max drawdown
-25.63%
Sharpe
0.81
Sortino
0.76
Calmar
0.66
Win months
62.50%
Best / worst month
20.3% / -14.8%
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 | -6.09% | 1.63% | -10.26% | 20.30% | 0.21% | 5.13% | 3.25% | 2.49% | -2.75% | – | – | – | 11.71% |
2025 | -11.46% | -14.78% | 5.87% | 2.08% | 8.24% | 5.99% | -2.57% | -1.54% | 0.07% | 2.50% | -5.12% | -0.27% | -12.90% |
2024 | 4.72% | -3.04% | -3.19% | 15.46% | -0.88% | 9.63% | 6.53% | 3.36% | 3.99% | -2.56% | 0.93% | 1.37% | 40.78% |
2023 | – | – | – | – | – | 0.00% | 4.91% | 3.97% | 2.16% | -2.63% | 7.44% | 5.32% | 22.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 25.63% | 24 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.13% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.63% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.88% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
22.17%
Downside deviation
22.08%