Know Your PMS · Monthly tearsheet
Research Picks II 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_202629 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
10.29%
Total return
26.71%
Max drawdown
-20.92%
Sharpe
0.62
Sortino
0.57
Calmar
0.49
Win months
58.62%
Best / worst month
12.8% / -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 | -4.25% | -0.16% | -9.91% | 12.82% | 4.51% | 3.53% | 3.61% | 1.15% | – | – | – | – | 10.18% |
2025 | -8.58% | -8.33% | 8.42% | 1.70% | 5.56% | 3.86% | -4.54% | -1.16% | -0.73% | 4.07% | -0.23% | -3.45% | -4.87% |
2024 | – | – | – | 1.24% | -0.16% | 8.47% | 4.46% | 3.03% | 6.14% | -5.61% | 1.35% | 0.90% | 20.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Jul_2026 | 20.92% | 21 mo |
| May_2024 | May_2024 | Jun_2024 | 0.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
18.07%
Downside deviation
18.03%