Know Your PMS · Monthly tearsheet
Funds India Dynamo Strategy
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 Aug_202615 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
1.42%
Total return
1.77%
Max drawdown
-14.36%
Sharpe
0.16
Sortino
0.08
Calmar
0.10
Win months
40.00%
Best / worst month
10.1% / -11.5%
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 | -3.27% | 0.44% | -11.48% | 10.14% | -0.08% | 0.88% | 2.41% | -0.22% | – | – | – | – | -2.43% |
2025 | – | – | – | – | 0.00% | 0.00% | 0.00% | – | 0.00% | 3.86% | 0.86% | -0.42% | 4.31% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 14.36% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
14.62%
Downside deviation
18.51%