Know Your PMS · Monthly tearsheet
ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO
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 Feb_202415 months filed
CAGR
31.42%
Total return
40.71%
Max drawdown
-5.43%
Sharpe
1.98
Sortino
3.19
Calmar
5.78
Win months
73.33%
Best / worst month
12.4% / -4.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.76% | 3.20% | – | – | – | – | – | – | – | – | – | – | 5.02% |
2023 | -1.77% | -0.76% | 1.77% | 5.44% | 1.68% | 4.03% | 3.98% | – | 3.16% | -4.44% | 12.43% | 6.86% | 36.27% |
2022 | – | – | – | – | – | – | – | – | – | 1.36% | – | -2.99% | -1.67% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Feb_2023 | Apr_2023 | 5.43% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.44% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
13.91%
Downside deviation
9.85%