Know Your PMS · Monthly tearsheet
INSIDER SHADOW 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 Sep_202647 months filedBM: BSE500TRIBM: BenchmarkBM: S and PBSE500TRI
CAGR
7.66%
Total return
33.53%
Max drawdown
-20.87%
Sharpe
0.55
Sortino
0.48
Calmar
0.37
Win months
59.57%
Best / worst month
10.2% / -12.3%
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 | -1.55% | -1.33% | -10.60% | 10.17% | 0.82% | 3.30% | 2.97% | 4.21% | -3.96% | – | – | – | 2.69% |
2025 | -4.91% | -12.31% | 5.42% | 2.00% | 3.96% | 3.60% | 0.28% | -4.02% | 0.06% | 3.94% | -0.83% | -0.74% | -4.85% |
2024 | 1.91% | 0.29% | -4.59% | 5.46% | -3.85% | 6.55% | 5.33% | 1.10% | -1.87% | -0.99% | 1.82% | -3.20% | 7.44% |
2023 | -1.95% | -2.05% | -3.88% | 2.85% | 7.55% | 3.75% | 2.77% | 1.80% | 5.04% | -2.85% | 5.95% | 7.21% | 28.47% |
2022 | – | – | – | – | – | – | – | – | – | – | 1.20% | -2.17% | -1.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 20.87% | 25 mo · open |
| Dec_2022 | Mar_2023 | Jun_2023 | 9.69% | 6 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.59% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 3.85% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.85% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.33%
Downside deviation
16.13%