Know Your PMS · Monthly tearsheet
Intrinsic Series
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_202637 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 (TRI)
CAGR
20.25%
Total return
76.58%
Max drawdown
-26.51%
Sharpe
0.91
Sortino
1.06
Calmar
0.76
Win months
56.76%
Best / worst month
18.9% / -13.1%
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 | -3.31% | 0.13% | -10.61% | 18.92% | 3.87% | 6.69% | -0.72% | 7.28% | -2.73% | – | – | – | 18.16% |
2025 | -9.88% | -13.12% | 2.05% | 2.47% | 13.43% | 4.92% | -2.49% | -3.41% | 0.81% | 4.25% | -0.69% | -1.62% | -5.77% |
2024 | – | – | – | 6.75% | -7.12% | 7.93% | 7.20% | -1.01% | 0.53% | -1.91% | -1.17% | -2.70% | 7.68% |
2021 | – | 12.45% | -1.96% | 7.76% | 11.50% | 6.47% | – | – | 3.30% | – | 1.09% | – | 47.28% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jun_2026 | 26.51% | 22 mo |
| May_2024 | May_2024 | Jun_2024 | 7.12% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.73% | 1 mo · open |
| Mar_2021 | Mar_2021 | Apr_2021 | 1.96% | 1 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.72% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
23.07%
Downside deviation
19.17%