Know Your PMS · Monthly tearsheet

RISING STAR FUND

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 Dec_202519 months filedBM: BSE500TRIBM: Benchmark
Strategy page
CAGR
-5.54%
Total return
-8.63%
Max drawdown
-29.51%
Sharpe
-0.13
Sortino
-0.17
Calmar
-0.19
Win months
36.84%
Best / worst month
11.6% / -18.3%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2025
-13.74%-18.28%4.53%-1.78%11.58%8.64%-1.98%0.00%0.00%0.00%0.00%0.00%-14.01%
2024
–––––0.00%-0.86%-0.33%1.38%0.14%4.80%1.07%6.26%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jan_2025Feb_2025Ongoing29.51%12 mo · open
Jul_2024Aug_2024Sep_20241.19%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
22.27%
Downside deviation
32.58%