Know Your PMS · Monthly tearsheet
Dynamic Investment
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_202653 months filedBM: BenchmarkBM: SP BSE 500BM: BSE500TRI
CAGR
28.55%
Total return
203.16%
Max drawdown
-20.79%
Sharpe
1.38
Sortino
1.44
Calmar
1.37
Win months
71.70%
Best / worst month
15.6% / -9.9%
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 | -2.43% | 0.92% | -7.79% | 15.63% | 2.42% | 5.08% | 2.54% | 7.60% | -2.77% | – | – | – | 21.21% |
2025 | -9.64% | -9.92% | 7.59% | 5.95% | 6.33% | 4.37% | -2.86% | -4.85% | 1.07% | 5.33% | 0.98% | -0.63% | 1.67% |
2024 | 13.95% | – | -1.87% | 8.87% | 2.58% | 6.81% | 7.52% | -1.19% | 2.50% | -7.20% | 3.90% | 0.93% | 41.35% |
2023 | 0.38% | – | 0.73% | 5.15% | – | 6.84% | – | – | 5.36% | – | – | – | 19.68% |
2022 | 1.46% | -4.96% | 8.74% | -2.97% | – | -9.86% | – | – | – | 6.68% | – | – | -2.16% |
2021 | – | 14.53% | -2.16% | 6.58% | – | 4.60% | 4.25% | 1.48% | 3.27% | 1.92% | 3.35% | 3.39% | 48.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 20.79% | 8 mo |
| Apr_2022 | Jun_2022 | Jun_2023 | 12.54% | 6 mo |
| Jul_2025 | Mar_2026 | Apr_2026 | 10.35% | 9 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 4.96% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.77% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
2 mo
Ann. volatility
19.64%
Downside deviation
19.79%