Know Your PMS · Monthly tearsheet
SPARK INDIA@75 CORE AND SATELLITE STRATEGY
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_202657 months filedBM: NIFTY50TRIBM: NIFTY50 TRIBM: Benchmark
CAGR
12.18%
Total return
72.60%
Max drawdown
-16.44%
Sharpe
0.83
Sortino
0.93
Calmar
0.74
Win months
56.14%
Best / worst month
12.7% / -11.6%
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 | -2.42% | 2.27% | -11.64% | 8.05% | -0.87% | -1.16% | -0.16% | -0.58% | -3.38% | – | – | – | -10.47% |
2025 | -3.34% | -4.90% | 4.83% | 2.89% | 3.14% | 3.77% | -3.61% | -4.14% | 1.15% | 4.19% | 2.04% | 1.22% | 6.73% |
2024 | 2.56% | 2.69% | -2.93% | 6.63% | -2.38% | 7.42% | 3.47% | 1.82% | -0.26% | -5.53% | -1.24% | -2.32% | 9.47% |
2023 | -1.60% | -2.47% | 0.80% | 4.77% | 2.15% | 3.39% | 7.46% | 3.95% | 4.13% | -1.74% | 9.22% | 6.20% | 41.91% |
2022 | 6.44% | -5.72% | 2.18% | -0.94% | -4.28% | -4.18% | 12.65% | 4.96% | 0.13% | 5.28% | 0.90% | -0.76% | 16.28% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 16.44% | 25 mo · open |
| Feb_2022 | Jun_2022 | Aug_2022 | 12.47% | 6 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 4.76% | 4 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.93% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 2.38% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
6 mo
Ann. volatility
15.08%
Downside deviation
13.04%