Know Your PMS · Monthly tearsheet
Valcreate Recovery 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_202611 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
Needs 12 months
Total return
22.75%
Max drawdown
-24.49%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
22.3% / -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 | -6.57% | 3.00% | -15.09% | 22.33% | 16.66% | 7.72% | -4.95% | 8.44% | 2.59% | – | – | – | 32.83% |
2025 | – | – | – | – | – | – | – | – | – | – | -4.66% | -3.07% | -7.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | May_2026 | 24.49% | 6 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 4.95% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
35.97%
Downside deviation
27.99%