Know Your PMS · Monthly tearsheet

Vansh Dynamic Bond Approach

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_20268 months filedBM: Crisil Composite Bond IndexBM: CRISILCOMPOSITEBOND
Strategy page
CAGR
Needs 12 months
Total return
2.27%
Max drawdown
-1.23%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
71.43%
Best / worst month
2.0% / -1.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
–0.00%-0.03%0.02%0.06%2.03%0.81%0.62%-1.23%–––2.27%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Sep_2026Sep_2026Ongoing1.23%1 mo · open
Mar_2026Mar_2026May_20260.03%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
3.01%
Downside deviation
3.01%