Know Your PMS · Monthly tearsheet
OTHERS EQUITY
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_202610 months filedBM: S and PBSE500TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
3.65%
Max drawdown
-11.55%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
8.9% / -9.6%
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 | -1.17% | -0.30% | -9.56% | 8.87% | 1.54% | 3.55% | 2.78% | 2.92% | -3.22% | – | – | – | 4.43% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.75% | -0.75% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jun_2026 | 11.55% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.22% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
15.93%
Downside deviation
15.78%