Know Your PMS · Monthly tearsheet
TCGPMS01
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: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
11.89%
Total return
89.04%
Max drawdown
-28.36%
Sharpe
0.73
Sortino
0.76
Calmar
0.42
Win months
57.35%
Best / worst month
13.3% / -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 | -3.38% | -2.34% | -12.49% | 13.01% | 0.34% | 3.75% | 2.20% | 1.70% | -3.90% | – | – | – | -2.97% |
2025 | -6.72% | -11.51% | 9.53% | 3.55% | 4.73% | 2.73% | -3.04% | -2.84% | 0.56% | 4.11% | -0.60% | -1.10% | -2.34% |
2024 | 9.18% | -0.44% | -1.20% | 5.96% | 2.98% | 5.09% | 4.64% | -2.06% | -1.92% | -4.79% | 0.01% | -2.88% | 14.48% |
2023 | -4.22% | -3.88% | 1.01% | 3.63% | 3.51% | 4.97% | 3.12% | 1.75% | 4.90% | -4.11% | 12.20% | 8.47% | 34.50% |
2022 | -0.29% | -5.85% | 3.50% | -0.03% | -5.84% | -5.98% | 6.64% | 4.24% | -1.55% | 3.81% | 1.50% | -1.11% | -1.94% |
2021 | – | 13.25% | -1.02% | 0.27% | 9.56% | 3.58% | 2.20% | 1.97% | 1.28% | -1.06% | -2.64% | 1.89% | 32.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 28.36% | 26 mo · open |
| Oct_2021 | Jun_2022 | Jun_2023 | 15.60% | 20 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.11% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 1.63% | 2 mo |
| Mar_2021 | Mar_2021 | May_2021 | 1.02% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
17.45%
Downside deviation
15.65%