Know Your PMS · Monthly tearsheet
SRE PLOUTOS FUND
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_202612 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
3.68%
Total return
3.68%
Max drawdown
-20.78%
Sharpe
0.27
Sortino
0.17
Calmar
0.18
Win months
58.33%
Best / worst month
13.7% / -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 | -10.60% | 1.53% | -8.26% | 13.73% | 2.08% | 4.18% | 3.42% | 1.40% | – | – | – | – | 5.62% |
2025 | – | – | – | – | – | – | – | – | 3.19% | -1.34% | -2.56% | -1.04% | -1.83% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2025 | Mar_2026 | Aug_2026 | 20.78% | 10 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
20.59%
Downside deviation
21.36%