Know Your PMS · Monthly tearsheet
WEALTH FOCUS
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_202664 months filedBM: NIFTY50TRIBM: BenchmarkBM: S and P CNX Nifty
CAGR
-0.87%
Total return
-4.54%
Max drawdown
-21.53%
Sharpe
0.02
Sortino
-0.06
Calmar
-0.04
Win months
51.56%
Best / worst month
15.3% / -9.9%
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 | -4.64% | -1.82% | -9.93% | 8.36% | -4.00% | 0.58% | – | – | – | – | – | – | -11.77% |
2025 | 1.92% | -8.60% | 6.00% | 3.17% | 5.71% | 1.33% | -6.16% | -0.04% | 3.13% | 3.13% | 0.08% | -1.53% | 7.29% |
2024 | 0.64% | 0.88% | -1.24% | 1.98% | – | 5.03% | 4.89% | -2.24% | -1.45% | -7.95% | 1.88% | -3.50% | -1.79% |
2023 | -5.12% | -1.34% | -2.13% | 5.28% | -3.28% | 3.78% | 0.58% | -0.90% | 2.17% | -2.08% | 2.69% | 7.18% | 6.26% |
2022 | -2.17% | -2.38% | 1.61% | 0.17% | -5.04% | -7.99% | 15.27% | 2.08% | -4.07% | 0.01% | -0.28% | -3.93% | -8.15% |
2021 | – | 3.16% | -4.06% | -0.90% | 1.28% | 4.67% | 3.16% | 5.10% | 0.07% | -1.68% | -2.39% | -2.83% | 5.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Mar_2023 | Jul_2024 | 21.53% | 32 mo |
| Aug_2024 | Mar_2026 | Ongoing | 21.12% | 23 mo · open |
| Mar_2021 | Apr_2021 | Jun_2021 | 4.92% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
14.99%
Downside deviation
14.61%