Know Your PMS · Monthly tearsheet
NSESMALLCAP100
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 Mar_20233 months filed
CAGR
Needs 12 months
Total return
-7.57%
Max drawdown
-7.57%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
0.00%
Best / worst month
-1.8% / -3.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -2.36% | -3.64% | -1.76% | – | – | – | – | – | – | – | – | – | -7.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2023 | Mar_2023 | Ongoing | 7.57% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
0 mo
Longest loss streak
3 mo
Ann. volatility
2.72%
Downside deviation
9.36%