Know Your PMS · Monthly tearsheet
Valcreate Life Sciences and Speciality Opportunities
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
19.60%
Total return
92.78%
Max drawdown
-21.46%
Sharpe
1.00
Sortino
1.04
Calmar
0.91
Win months
61.36%
Best / worst month
12.3% / -10.3%
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 | -0.64% | 8.77% | -10.31% | 12.26% | 6.82% | 5.91% | -2.63% | 6.35% | 0.27% | – | – | – | 27.82% |
2025 | -9.34% | -9.98% | 7.74% | 0.90% | 9.90% | 5.65% | 8.48% | -10.19% | -5.46% | 0.58% | 0.21% | 0.14% | -4.23% |
2024 | 1.36% | -0.06% | -2.66% | 6.32% | -1.01% | 9.03% | 12.13% | 2.46% | -0.46% | 2.97% | -1.73% | -2.07% | 28.22% |
2023 | – | 0.00% | -2.08% | 4.09% | 1.61% | 6.31% | -0.31% | 3.62% | 0.25% | -4.76% | 9.30% | 3.48% | 22.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2024 | Feb_2025 | Jul_2025 | 21.46% | 8 mo |
| Aug_2025 | Mar_2026 | Jun_2026 | 16.93% | 10 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.76% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 2.72% | 2 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 2.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
19.70%
Downside deviation
18.91%