Know Your PMS · Monthly tearsheet
BESPOKE EQUITY
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: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
13.41%
Total return
38.42%
Max drawdown
-16.23%
Sharpe
0.92
Sortino
0.87
Calmar
0.83
Win months
64.52%
Best / worst month
9.9% / -9.2%
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 | -4.77% | 0.58% | -9.16% | 9.89% | 1.58% | 4.86% | 3.07% | 0.83% | – | – | – | – | 5.84% |
2025 | -6.09% | -5.78% | 4.55% | 2.35% | 7.62% | 4.77% | -0.46% | -1.58% | 0.41% | 4.20% | 2.94% | 1.80% | 14.67% |
2024 | – | -0.24% | -0.63% | 4.12% | -1.65% | 7.99% | 2.20% | 4.44% | 2.95% | -5.88% | -0.27% | 0.86% | 14.04% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 16.23% | 8 mo |
| Jan_2026 | Mar_2026 | Jun_2026 | 12.99% | 5 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.03% | 3 mo |
| May_2024 | May_2024 | Jun_2024 | 1.65% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 0.87% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
14.76%
Downside deviation
15.41%