Know Your PMS · Monthly tearsheet
ValueQuest Platinum
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_202630 months filedBM: BenchmarkBM: BSE 500 TRI
CAGR
8.89%
Total return
23.72%
Max drawdown
-26.06%
Sharpe
0.48
Sortino
0.42
Calmar
0.34
Win months
56.67%
Best / worst month
17.6% / -12.2%
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 | -6.86% | 3.69% | -10.55% | 17.58% | -0.71% | 8.28% | 2.62% | 3.58% | -4.05% | – | – | – | 11.38% |
2025 | -8.62% | -12.19% | 3.92% | -0.35% | 10.25% | 5.24% | -4.57% | -4.35% | 0.56% | 1.97% | -1.29% | -2.77% | -13.39% |
2024 | – | – | – | 7.25% | -2.07% | 12.84% | 2.66% | 1.19% | 5.41% | -5.72% | 2.75% | 2.02% | 28.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 26.06% | 24 mo · open |
| May_2024 | May_2024 | Jun_2024 | 2.07% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
22.70%
Downside deviation
21.15%