Know Your PMS · Monthly tearsheet
VENTURA SIDDHARTHA BEST OF CLASS PMS
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_202652 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
3.47%
Total return
15.92%
Max drawdown
-19.90%
Sharpe
0.35
Sortino
0.27
Calmar
0.17
Win months
57.69%
Best / worst month
7.6% / -8.2%
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 | -6.04% | -4.74% | -7.43% | 7.63% | -1.94% | 4.21% | 1.94% | 1.95% | -5.99% | – | – | – | -10.96% |
2025 | -2.42% | -8.15% | 3.49% | 4.22% | 1.13% | 2.32% | 0.95% | -0.07% | -0.49% | 5.71% | -0.67% | -2.68% | 2.61% |
2024 | 0.41% | 0.00% | -0.76% | 1.82% | -0.99% | 3.78% | 5.58% | 0.81% | 1.72% | -5.33% | 0.62% | 1.59% | 9.23% |
2023 | -1.52% | 0.84% | -0.46% | 3.65% | 2.54% | 0.98% | 1.99% | -0.23% | -0.20% | -1.90% | 3.01% | 2.98% | 12.12% |
2022 | – | – | – | – | – | -3.01% | 4.74% | 2.27% | 0.40% | 0.56% | 1.50% | -2.68% | 3.61% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 19.90% | 11 mo · open |
| Oct_2024 | Feb_2025 | Oct_2025 | 13.27% | 12 mo |
| Dec_2022 | Jan_2023 | May_2023 | 4.16% | 5 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 3.01% | 1 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.32% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
11.40%
Downside deviation
12.79%