Know Your PMS · Monthly tearsheet
SMIFS LIMITED - Evergreen
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_202618 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
7.13%
Total return
10.88%
Max drawdown
-12.65%
Sharpe
0.46
Sortino
0.41
Calmar
0.56
Win months
61.11%
Best / worst month
15.3% / -11.3%
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 | -2.13% | 3.99% | -11.33% | 15.30% | 1.12% | 1.42% | -0.60% | 3.31% | -4.24% | – | – | – | 4.94% |
2025 | – | – | – | 1.56% | 5.64% | 1.75% | -3.20% | -3.10% | 1.36% | 3.04% | 0.68% | -1.86% | 5.67% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Apr_2026 | 12.65% | 9 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.24% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
17.86%
Downside deviation
17.30%