Know Your PMS · Monthly tearsheet
BCAD
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_202668 months filedBM: BSE500TRIBM: BenchmarkBM: S and PBSE500TRI
CAGR
13.81%
Total return
108.19%
Max drawdown
-20.80%
Sharpe
0.88
Sortino
0.91
Calmar
0.66
Win months
60.29%
Best / worst month
11.2% / -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 | -4.78% | -0.40% | -13.06% | 10.06% | 1.19% | 3.93% | 3.93% | 2.21% | -2.75% | – | – | – | -1.41% |
2025 | -5.45% | -7.98% | 6.73% | 3.05% | 4.36% | 7.14% | -4.20% | -3.46% | 0.49% | 2.44% | 0.96% | -0.07% | 2.77% |
2024 | 0.09% | 1.13% | -4.15% | 5.46% | -2.20% | 5.74% | 5.25% | -0.25% | -1.43% | -2.67% | 0.58% | -1.66% | 5.41% |
2023 | -2.33% | -1.60% | -1.71% | 3.60% | 7.65% | 5.07% | 6.15% | -0.62% | 3.55% | -2.41% | 8.98% | 5.69% | 35.92% |
2022 | -3.14% | -7.64% | 0.60% | 0.74% | -7.63% | -2.96% | 9.51% | 3.69% | 1.46% | 2.14% | 1.75% | -2.44% | -5.07% |
2021 | – | 2.99% | -2.55% | 2.44% | 11.16% | 6.71% | 7.51% | 2.36% | 5.48% | 2.91% | -0.07% | 3.77% | 51.07% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 20.80% | 15 mo · open |
| Jan_2022 | Jun_2022 | May_2023 | 18.73% | 16 mo |
| Aug_2024 | Feb_2025 | Jun_2025 | 17.64% | 10 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.15% | 1 mo |
| Mar_2021 | Mar_2021 | May_2021 | 2.55% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
16.07%
Downside deviation
15.25%