Know Your PMS · Monthly tearsheet
Bluechip
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_202668 months filedBM: NIFTY50TRIBM: NIFTY 50 TRIBM: Benchmark
CAGR
8.41%
Total return
58.06%
Max drawdown
-20.39%
Sharpe
0.68
Sortino
0.63
Calmar
0.41
Win months
57.35%
Best / worst month
7.9% / -12.5%
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 | -4.28% | -0.29% | -12.49% | 7.93% | -1.61% | 0.79% | 3.00% | -0.45% | -5.59% | – | – | – | -13.46% |
2025 | -0.60% | -8.39% | 4.74% | 3.71% | 2.13% | 3.37% | -3.36% | 1.45% | -0.27% | 2.99% | 0.82% | 0.52% | 6.57% |
2024 | 0.74% | 2.41% | 1.68% | -0.27% | -0.28% | 6.81% | 6.12% | 1.47% | 2.56% | -7.75% | -0.94% | -2.13% | 10.06% |
2023 | -0.33% | -1.82% | -0.32% | 3.83% | 4.14% | 4.47% | 2.27% | -1.44% | 1.49% | -0.51% | 5.32% | 5.74% | 24.89% |
2022 | -0.56% | -4.75% | 0.87% | 0.87% | -1.61% | -3.90% | 7.57% | 3.18% | -2.91% | 2.70% | 3.03% | -3.10% | 0.68% |
2021 | – | 6.61% | 0.56% | -0.67% | 7.12% | 2.72% | 0.46% | 4.88% | 2.01% | -0.13% | -3.17% | 1.69% | 23.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 20.39% | 24 mo · open |
| Oct_2021 | Jun_2022 | Nov_2022 | 10.39% | 13 mo |
| Dec_2022 | Mar_2023 | May_2023 | 5.48% | 5 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.44% | 1 mo |
| Apr_2021 | Apr_2021 | May_2021 | 0.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
13.09%
Downside deviation
13.36%