Know Your PMS · Monthly tearsheet
Ad Astra
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_202635 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
6.56%
Total return
20.35%
Max drawdown
-21.33%
Sharpe
0.46
Sortino
0.42
Calmar
0.31
Win months
54.29%
Best / worst month
12.0% / -10.1%
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 | -7.70% | 0.75% | -9.28% | 12.02% | 2.34% | 5.55% | 0.86% | 0.01% | -3.61% | – | – | – | -0.75% |
2025 | -1.61% | -10.09% | 7.94% | 3.08% | 4.19% | 3.08% | -2.92% | -4.02% | -0.82% | 2.90% | -0.56% | -1.38% | -1.42% |
2024 | -1.01% | -0.51% | – | 2.06% | -2.18% | 8.22% | 7.49% | 4.14% | 4.81% | -5.32% | 2.55% | -2.57% | 18.10% |
2023 | – | – | – | – | – | – | – | – | – | -0.33% | 2.89% | 1.56% | 4.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 21.33% | 15 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 16.32% | 8 mo |
| May_2024 | May_2024 | Jun_2024 | 2.18% | 1 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 1.51% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.33% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
16.48%
Downside deviation
15.77%