Know Your PMS · Monthly tearsheet
TCG Transformative Growth Portfolio
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_202624 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
0.65%
Total return
1.31%
Max drawdown
-23.63%
Sharpe
0.13
Sortino
0.04
Calmar
0.03
Win months
45.83%
Best / worst month
20.2% / -13.6%
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 | -3.52% | -4.55% | -13.59% | 20.19% | -1.14% | 5.36% | 1.00% | 2.52% | -3.90% | – | – | – | -0.87% |
2025 | -2.02% | -8.03% | 4.96% | 2.70% | 4.31% | 4.72% | -2.03% | -3.74% | 0.66% | 2.63% | -0.40% | -1.09% | 1.84% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | -0.08% | 0.44% | 0.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 23.63% | 15 mo · open |
| Jan_2025 | Feb_2025 | May_2025 | 9.89% | 4 mo |
| Nov_2024 | Nov_2024 | Dec_2024 | 0.08% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
20.56%
Downside deviation
17.95%