Know Your PMS · Monthly tearsheet
Key Picks Portfolio Approach
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_202645 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
12.26%
Total return
54.30%
Max drawdown
-21.81%
Sharpe
0.84
Sortino
0.81
Calmar
0.56
Win months
60.00%
Best / worst month
11.3% / -10.2%
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 | -4.88% | -1.75% | -10.19% | 11.33% | 3.96% | 4.22% | 4.04% | 1.37% | – | – | – | – | 6.77% |
2025 | -7.72% | -7.71% | 7.27% | 1.83% | 3.71% | 3.55% | -3.61% | -1.20% | -1.04% | 4.57% | 0.10% | -2.84% | -4.24% |
2024 | -0.93% | 1.96% | -0.21% | 1.04% | -0.20% | 7.71% | 3.87% | 2.63% | 5.52% | -5.55% | 1.94% | 1.05% | 19.82% |
2023 | -3.38% | -1.68% | -0.95% | 5.87% | 6.76% | 4.77% | 2.09% | 1.25% | 0.40% | -2.08% | 6.66% | 4.29% | 25.95% |
2022 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 21.81% | 23 mo · open |
| Jan_2023 | Mar_2023 | May_2023 | 5.91% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.08% | 1 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.93% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.21% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
15.06%
Downside deviation
15.14%