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 Jan_202210 months filed
CAGR
Needs 12 months
Total return
30.56%
Max drawdown
-3.97%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
80.00%
Best / worst month
6.6% / -4.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -1.18% | – | – | – | – | – | – | – | – | – | – | – | -1.18% |
2021 | – | – | – | 2.94% | 6.17% | 3.36% | 6.63% | 6.39% | 2.54% | 3.17% | -3.97% | 1.48% | 32.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Nov_2021 | Ongoing | 3.97% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
1 mo
Ann. volatility
11.11%
Downside deviation
10.14%