Know Your PMS · Monthly tearsheet
Focused 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 Sep_202615 months filedBM: BenchmarkBM: BSE500TRI
CAGR
21.36%
Total return
27.38%
Max drawdown
-17.46%
Sharpe
0.78
Sortino
0.85
Calmar
1.22
Win months
60.00%
Best / worst month
19.1% / -13.8%
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 | 4.38% | -4.21% | -13.83% | 19.13% | 2.58% | 6.26% | 4.22% | 3.99% | -2.88% | – | – | – | 17.76% |
2025 | – | – | – | – | – | – | -6.96% | -6.54% | 12.54% | 13.85% | 0.09% | -3.00% | 8.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | May_2026 | 17.46% | 3 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 13.04% | 3 mo |
| Dec_2025 | Dec_2025 | Jan_2026 | 3.00% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.88% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
29.30%
Downside deviation
25.20%