Know Your PMS · Monthly tearsheet
ADAPT Very Conservative 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 May_202615 months filedBM: Crisil Composite Bond Fund IndexBM: CRISILCOMPOSITEBOND
CAGR
5.88%
Total return
7.40%
Max drawdown
-2.24%
Sharpe
1.95
Sortino
0.76
Calmar
2.62
Win months
93.33%
Best / worst month
1.4% / -2.2%
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 | 1.39% | 0.39% | -2.24% | 1.39% | 0.49% | – | – | – | – | – | – | – | 1.38% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.50% | 0.50% |
2024 | 0.63% | – | – | – | – | – | – | – | – | – | – | – | 0.63% |
2023 | – | – | – | 1.00% | 0.92% | 0.31% | 0.75% | 0.20% | 0.30% | – | – | – | 3.53% |
2021 | – | – | – | – | 1.07% | 0.11% | – | – | – | – | – | – | 1.18% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 2.24% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
1 mo
Ann. volatility
2.86%
Downside deviation
7.76%