Know Your PMS · Monthly tearsheet
Valcreate Growing India
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_202644 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
13.70%
Total return
60.11%
Max drawdown
-27.96%
Sharpe
0.73
Sortino
0.66
Calmar
0.49
Win months
59.09%
Best / worst month
16.0% / -15.1%
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 | -0.79% | 3.77% | -15.12% | 15.99% | 4.42% | 4.90% | -5.48% | 3.18% | -0.28% | – | – | – | 7.97% |
2025 | -8.73% | -12.67% | 9.04% | 2.05% | 10.05% | 4.48% | 2.84% | -6.49% | -1.19% | 2.05% | -3.04% | -1.81% | -5.85% |
2024 | 1.87% | 1.14% | -2.50% | 9.01% | 2.97% | 9.90% | 4.25% | -2.78% | -1.13% | -2.64% | 0.68% | -4.07% | 16.77% |
2023 | – | 0.00% | -1.57% | 5.91% | 5.51% | 5.16% | 2.67% | 3.51% | 1.56% | -4.46% | 7.35% | 5.35% | 34.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 27.96% | 26 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.46% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.50% | 1 mo |
| Mar_2023 | Mar_2023 | Apr_2023 | 1.57% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
20.20%
Downside deviation
20.81%