Know Your PMS · Monthly tearsheet
PROFIT MANTRA
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 Jul_202660 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
20.26%
Total return
151.58%
Max drawdown
-26.79%
Sharpe
0.85
Sortino
1.01
Calmar
0.76
Win months
60.00%
Best / worst month
30.8% / -13.6%
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 | 2.70% | 1.22% | -10.95% | 10.07% | 3.11% | 2.71% | -1.94% | – | – | – | – | – | 5.81% |
2025 | -5.59% | -11.57% | 6.63% | 0.68% | 3.71% | 5.65% | -1.45% | 0.32% | 2.12% | 6.50% | 1.78% | 1.86% | 9.47% |
2024 | 8.22% | 30.75% | -13.55% | 16.33% | 1.83% | 2.01% | 9.05% | -2.03% | -4.33% | -1.16% | -0.95% | -4.44% | 41.35% |
2023 | -1.93% | -3.57% | -2.15% | 5.40% | 8.37% | 5.74% | 3.41% | 17.53% | -4.18% | -3.57% | -2.20% | 4.54% | 28.32% |
2022 | 0.80% | -4.16% | 10.09% | -1.39% | -8.69% | -8.58% | 12.59% | 3.90% | 2.58% | 8.05% | 5.07% | -6.47% | 11.55% |
2021 | – | – | – | – | – | – | – | 2.83% | 3.51% | -2.19% | -2.81% | 6.09% | 7.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | May_2026 | 26.79% | 21 mo |
| Apr_2022 | Jun_2022 | Oct_2022 | 17.68% | 6 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 13.55% | 1 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 13.45% | 6 mo |
| Sep_2023 | Nov_2023 | Jan_2024 | 9.63% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
7 mo
Ann. volatility
25.09%
Downside deviation
19.98%