Know Your PMS · Monthly tearsheet
WEALTH FOCUS AXIS
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 Jun_202659 months filedBM: NIFTY50TRIBM: BenchmarkBM: S and P CNX Nifty
CAGR
2.09%
Total return
10.73%
Max drawdown
-23.22%
Sharpe
0.21
Sortino
0.15
Calmar
0.09
Win months
49.15%
Best / worst month
13.0% / -10.9%
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 | -3.09% | -2.06% | -8.81% | 7.00% | -2.47% | 1.96% | – | – | – | – | – | – | -7.91% |
2025 | 1.10% | -10.95% | 8.80% | 4.22% | 7.30% | 1.12% | -5.89% | -0.52% | 3.58% | 3.58% | 0.64% | -1.32% | 10.49% |
2024 | 3.45% | 1.86% | -0.74% | 4.48% | – | 4.79% | 3.85% | -3.00% | -2.05% | -6.49% | 2.12% | -3.49% | 4.13% |
2023 | -4.85% | -0.66% | -1.77% | 5.07% | -0.06% | 1.76% | 1.56% | 0.00% | 1.71% | -3.00% | 5.23% | 10.33% | 15.42% |
2022 | -2.84% | -2.99% | 2.39% | -1.83% | -4.59% | -6.61% | 12.97% | 1.19% | -5.01% | 0.78% | 0.49% | -4.46% | -11.31% |
2021 | – | – | – | – | – | – | 3.63% | 5.65% | -0.71% | -2.35% | -2.17% | -1.70% | 2.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2021 | Mar_2023 | Feb_2024 | 23.22% | 29 mo |
| Aug_2024 | Feb_2025 | Ongoing | 21.17% | 23 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.74% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
15.59%
Downside deviation
14.41%