Know Your PMS · Monthly tearsheet
Valtrust STP
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: CRISILHybrid50+50ModerateIndexBM: CRISILHYBRID5050BM: CRISILHYBRID50-50BM: CRISIL Hybrid 50+50 - Moderate Index
CAGR
Needs 12 months
Total return
5.12%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
0.7% / 0.4%
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 | 0.47% | 0.44% | 0.50% | 0.65% | 0.50% | 0.59% | 0.44% | 0.47% | 0.49% | – | – | – | 4.64% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.46% | 0.46% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
0 mo
Ann. volatility
0.22%
Downside deviation
0.00%