Know Your PMS · Monthly tearsheet
INDIAEQUITY
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 Jan_20229 months filed
CAGR
Needs 12 months
Total return
0.03%
Max drawdown
-4.85%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
5.1% / -3.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -3.50% | – | – | – | – | – | – | – | – | – | – | – | -3.50% |
2021 | – | – | – | -1.21% | 5.10% | – | 0.56% | 0.54% | -0.39% | 0.54% | -1.60% | 0.20% | 3.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jan_2022 | Ongoing | 4.85% | 3 mo · open |
| Apr_2021 | Apr_2021 | May_2021 | 1.21% | 1 mo |
| Sep_2021 | Sep_2021 | Oct_2021 | 0.39% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
7.60%
Downside deviation
7.02%