Know Your PMS · Monthly tearsheet
SELECT EQUITY 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 Aug_202615 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
1.52%
Total return
1.90%
Max drawdown
-12.22%
Sharpe
0.17
Sortino
0.10
Calmar
0.12
Win months
53.33%
Best / worst month
10.3% / -10.2%
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 | -2.51% | 0.67% | -10.16% | 10.29% | -0.01% | 0.99% | 1.93% | 0.34% | – | – | – | – | 0.43% |
2025 | – | – | – | – | – | 0.00% | -1.92% | -1.91% | 1.47% | 3.82% | 0.56% | -0.45% | 1.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 12.22% | 9 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.79% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
13.99%
Downside deviation
15.30%