Know Your PMS · Monthly tearsheet
BESPOKE DEBT
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 Aug_202631 months filedBM: NIFTY Medium to Long Duration Debt IndexBM: BenchmarkBM: NIFTYMediumtoLongDurationDebtIndex
CAGR
17.22%
Total return
50.76%
Max drawdown
-7.29%
Sharpe
1.75
Sortino
1.71
Calmar
2.36
Win months
77.42%
Best / worst month
9.7% / -5.0%
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 | 9.71% | -2.19% | -5.00% | 1.79% | 2.67% | -4.53% | 0.10% | 3.75% | – | – | – | – | 5.63% |
2025 | 2.54% | 0.89% | 2.27% | 2.92% | 0.53% | -0.15% | 0.95% | 0.86% | 5.05% | 1.72% | 2.15% | 5.18% | 27.77% |
2024 | – | -0.01% | 3.04% | 2.59% | 1.13% | 0.03% | 0.08% | 1.56% | 1.94% | 1.31% | -0.48% | 0.00% | 11.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Jun_2026 | Ongoing | 7.29% | 7 mo · open |
| Nov_2024 | Nov_2024 | Jan_2025 | 0.48% | 2 mo |
| Jun_2025 | Jun_2025 | Jul_2025 | 0.15% | 1 mo |
| Feb_2024 | Feb_2024 | Mar_2024 | 0.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
2 mo
Ann. volatility
9.21%
Downside deviation
10.06%