Know Your PMS · Monthly tearsheet
Benchmark_Name
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 Feb_20234 months filed
CAGR
Needs 12 months
Total return
1.47%
Max drawdown
-2.29%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
2.2% / -2.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | – | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2022 | -2.29% | – | 1.63% | – | – | – | – | – | – | – | – | – | -0.70% |
2021 | – | – | – | – | – | – | – | – | – | – | – | 2.18% | 2.18% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jan_2022 | Ongoing | 2.29% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
6.02%
Downside deviation
7.93%