Know Your PMS · Monthly tearsheet
Mid Cap High Quality Fund
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 Jan_20246 months filed
CAGR
Needs 12 months
Total return
19.90%
Max drawdown
-2.13%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
83.33%
Best / worst month
7.0% / -2.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 4.36% | – | – | – | – | – | – | – | – | – | – | – | 4.36% |
2023 | – | – | – | – | – | – | 3.51% | – | 1.78% | -2.13% | 6.96% | 4.18% | 14.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2023 | Oct_2023 | Nov_2023 | 2.13% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
9.69%
Downside deviation
7.38%