Know Your PMS · Monthly tearsheet
S.I.T.P
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 Jul_202631 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 TRI
CAGR
23.34%
Total return
71.93%
Max drawdown
-14.06%
Sharpe
1.11
Sortino
1.30
Calmar
1.66
Win months
67.74%
Best / worst month
21.8% / -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 | -3.61% | 6.82% | -10.60% | 21.80% | 8.62% | 2.57% | -1.86% | – | – | – | – | – | 22.59% |
2025 | -6.13% | -8.45% | 3.32% | 3.15% | 9.01% | 3.71% | -3.03% | -1.36% | 2.76% | 6.64% | 1.52% | -2.64% | 7.27% |
2024 | 0.06% | -0.01% | 1.62% | 5.68% | 1.38% | 9.18% | 1.70% | 1.58% | 4.46% | -3.79% | 3.84% | 1.97% | 30.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jun_2025 | 14.06% | 5 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 10.60% | 1 mo |
| Dec_2025 | Jan_2026 | Feb_2026 | 6.15% | 2 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.35% | 3 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 3.79% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
2 mo
Ann. volatility
20.56%
Downside deviation
18.01%