Know Your PMS · Monthly tearsheet
QUANT
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_202668 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 TRI
CAGR
9.73%
Total return
69.27%
Max drawdown
-15.60%
Sharpe
0.90
Sortino
0.81
Calmar
0.62
Win months
64.71%
Best / worst month
7.7% / -10.6%
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 | -1.73% | 3.02% | -10.63% | 7.74% | -0.42% | 1.41% | 2.37% | 1.14% | -5.46% | – | – | – | -3.64% |
2025 | -3.14% | -7.70% | 5.00% | 3.16% | 3.58% | 3.45% | -2.66% | -1.07% | 1.42% | 4.50% | 1.97% | 0.01% | 8.00% |
2024 | 0.59% | 2.00% | 1.05% | 2.24% | -0.08% | 3.72% | 3.34% | 0.79% | 0.33% | -3.80% | -0.64% | -1.23% | 8.38% |
2023 | -1.37% | -2.39% | 1.12% | 4.52% | 1.40% | 2.55% | 2.54% | -1.00% | 1.92% | -1.95% | 4.47% | 4.57% | 17.26% |
2022 | -0.58% | -1.90% | 3.92% | -1.05% | -4.14% | -2.41% | 7.64% | 2.81% | -1.73% | 2.72% | 1.60% | -1.72% | 4.65% |
2021 | – | 2.85% | 0.26% | 1.87% | 4.60% | 1.86% | 2.97% | 3.30% | 0.39% | 2.38% | -2.16% | 2.16% | 22.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 15.60% | 13 mo |
| Mar_2026 | Mar_2026 | Aug_2026 | 10.63% | 5 mo |
| Apr_2022 | Jun_2022 | Aug_2022 | 7.43% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.46% | 1 mo · open |
| Dec_2022 | Feb_2023 | Apr_2023 | 5.38% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
10.98%
Downside deviation
12.06%