Know Your PMS · Monthly tearsheet
SRE PE SHIELD
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 Aug_202620 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
3.76%
Total return
6.35%
Max drawdown
-13.41%
Sharpe
0.30
Sortino
0.20
Calmar
0.28
Win months
60.00%
Best / worst month
11.4% / -11.8%
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 | -3.20% | 2.08% | -11.84% | 11.44% | 1.35% | 1.01% | 3.43% | -0.37% | – | – | – | – | 2.41% |
2025 | – | -8.24% | 6.38% | 2.83% | 3.90% | 2.39% | -2.46% | -0.55% | 1.75% | 2.57% | 0.56% | -0.60% | 8.06% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -3.90% | -3.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 13.41% | 7 mo |
| Dec_2022 | Feb_2025 | May_2025 | 11.82% | 4 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.00% | 3 mo |
| Aug_2026 | Aug_2026 | Ongoing | 0.37% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
16.72%
Downside deviation
18.99%