Know Your PMS · Monthly tearsheet
Core and Satellite Equity 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 Sep_202665 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
9.82%
Total return
66.09%
Max drawdown
-26.51%
Sharpe
0.62
Sortino
0.53
Calmar
0.37
Win months
66.15%
Best / worst month
16.3% / -12.3%
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 | -5.50% | 1.53% | -12.27% | 16.31% | -0.48% | 4.50% | 0.69% | 4.15% | -3.74% | – | – | – | 2.78% |
2025 | -7.19% | -11.39% | 10.91% | 3.04% | 5.74% | 1.93% | 1.15% | -0.76% | 1.08% | 3.13% | -2.02% | -2.57% | 1.19% |
2024 | -0.15% | 0.58% | 0.70% | 5.01% | – | – | 0.65% | 0.32% | 1.11% | -2.84% | 3.14% | 0.50% | 9.19% |
2023 | -5.31% | 0.32% | 0.63% | 4.74% | 4.62% | 4.07% | 2.15% | 3.46% | 4.50% | -4.92% | 8.27% | 6.84% | 32.41% |
2022 | -3.49% | -3.03% | -3.03% | -4.64% | -6.56% | -5.29% | 12.84% | 3.47% | -0.80% | 2.18% | – | -2.40% | -11.54% |
2021 | – | 4.56% | 1.90% | 1.24% | 7.09% | 6.35% | 1.96% | 3.36% | 0.41% | 0.09% | -7.45% | 3.69% | 24.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Sep_2023 | 26.51% | 21 mo |
| Nov_2025 | Mar_2026 | Aug_2026 | 19.65% | 9 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 17.76% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.92% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.74% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
6 mo
Ann. volatility
17.40%
Downside deviation
18.58%