Know Your PMS · Monthly tearsheet
SMIFS LIMITED - Harvest
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
3.97%
Total return
6.02%
Max drawdown
-20.61%
Sharpe
0.27
Sortino
0.24
Calmar
0.19
Win months
44.44%
Best / worst month
19.7% / -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 | -3.59% | 4.82% | -11.27% | 19.67% | 0.72% | 2.48% | -1.04% | 3.94% | -3.60% | – | – | – | 9.82% |
2025 | – | – | – | -2.09% | 8.98% | 2.18% | -3.38% | -6.46% | -0.72% | 2.64% | -2.21% | -1.69% | -3.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Aug_2026 | 20.61% | 13 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.60% | 1 mo · open |
| Apr_2025 | Apr_2025 | May_2025 | 2.09% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
22.20%
Downside deviation
16.24%