Know Your PMS · Monthly tearsheet
ALL WEATHER STRATEGY
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 May_202634 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
17.82%
Total return
59.13%
Max drawdown
-18.27%
Sharpe
1.01
Sortino
0.90
Calmar
0.98
Win months
67.65%
Best / worst month
9.5% / -12.4%
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 | 0.39% | 3.71% | -12.38% | 8.78% | 1.88% | – | – | – | – | – | – | – | 1.10% |
2025 | -7.92% | -3.48% | 7.19% | 3.24% | 4.22% | 5.14% | -4.66% | -2.97% | -1.81% | 1.11% | -0.80% | -0.13% | -1.94% |
2024 | 4.93% | 6.19% | 2.32% | 4.28% | 3.19% | 3.45% | 7.89% | 4.17% | 0.30% | -8.10% | -0.51% | 0.58% | 31.57% |
2023 | – | – | – | – | – | – | – | 1.56% | 6.54% | -5.20% | 9.46% | 8.66% | 22.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 18.27% | 20 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 5.20% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
17.61%
Downside deviation
19.69%