Know Your PMS · Monthly tearsheet
White Stone Abhivriddhi 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 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
-2.95%
Max drawdown
-17.52%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
17.2% / -17.5%
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 | – | – | -17.52% | 17.20% | -0.67% | 5.57% | 1.99% | 0.20% | -6.31% | – | – | – | -2.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 17.52% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.31% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
34.09%
Downside deviation
37.27%