Know Your PMS · Monthly tearsheet
ValueQuest Vision
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
24.35%
Total return
72.44%
Max drawdown
-14.66%
Sharpe
1.06
Sortino
1.53
Calmar
1.66
Win months
60.00%
Best / worst month
24.4% / -9.2%
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 | -5.74% | 3.10% | -8.56% | 24.41% | -5.29% | 3.07% | -1.00% | 4.22% | 0.37% | – | – | – | 11.76% |
2025 | -3.50% | -9.15% | 13.68% | 4.65% | 7.17% | 4.11% | -2.22% | -2.32% | 3.06% | 2.78% | -2.07% | -1.94% | 13.06% |
2024 | – | – | – | 7.67% | 10.49% | 6.50% | 1.34% | 0.60% | 2.93% | -1.47% | 4.42% | -0.23% | 36.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Apr_2026 | 14.66% | 5 mo |
| Dec_2024 | Feb_2025 | Apr_2025 | 12.53% | 4 mo |
| May_2026 | May_2026 | Aug_2026 | 5.29% | 3 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.49% | 3 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 1.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
22.77%
Downside deviation
15.87%