Know Your PMS · Monthly tearsheet
Select Sector 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_202664 months filedBM: S and P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
26.17%
Total return
245.42%
Max drawdown
-16.21%
Sharpe
1.45
Sortino
1.72
Calmar
1.61
Win months
68.75%
Best / worst month
15.7% / -10.9%
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 | -1.81% | 2.31% | -9.31% | 15.67% | 4.03% | – | – | – | – | – | – | – | 9.63% |
2025 | -5.99% | -10.87% | 7.37% | 3.01% | 9.90% | 5.88% | -2.66% | -4.52% | -0.55% | 4.61% | 2.90% | -2.48% | 4.63% |
2024 | 1.87% | 0.96% | 1.62% | 6.44% | 2.86% | 8.50% | 4.87% | 0.12% | 3.60% | 0.08% | 0.87% | 2.07% | 39.15% |
2023 | -1.61% | -0.10% | -0.65% | 4.93% | 3.13% | 3.37% | 5.00% | 4.45% | 2.61% | -1.53% | 10.40% | 3.01% | 37.66% |
2022 | -1.75% | -6.25% | 2.55% | 3.74% | -4.48% | -4.77% | 12.09% | 3.67% | -0.20% | 1.43% | 3.20% | -3.80% | 4.09% |
2021 | – | 11.66% | 3.64% | 2.20% | 9.75% | 7.68% | 7.14% | 0.73% | 1.75% | -1.01% | -2.02% | 1.45% | 51.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | May_2025 | 16.21% | 4 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 12.29% | 10 mo |
| Jul_2025 | Mar_2026 | Apr_2026 | 11.60% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.06% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.53% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
14 mo
Longest loss streak
4 mo
Ann. volatility
17.03%
Downside deviation
15.25%