Know Your PMS · Monthly tearsheet
Wallfort Focus Fund
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_20267 months filedBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
-0.12%
Max drawdown
-14.37%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
47.83%
Best / worst month
13.1% / -14.4%
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 | – | – | -14.37% | 13.05% | -2.79% | 5.16% | 1.92% | 2.85% | -3.72% | – | – | – | -0.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 14.37% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.72% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
27.35%
Downside deviation
30.21%