Know Your PMS · Monthly tearsheet
Multicap
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_202610 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
42.38%
Max drawdown
-15.35%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
24.2% / -12.0%
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 | -2.46% | -1.34% | -12.04% | 24.16% | 6.50% | 7.07% | -1.25% | 5.13% | 1.95% | – | – | – | 26.84% |
2025 | – | – | 12.25% | – | – | – | – | – | – | – | – | – | 12.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Apr_2026 | 15.35% | 3 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.25% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
31.95%
Downside deviation
21.52%