Know Your PMS · Monthly tearsheet
Impress Portfolio - NRI
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_202668 months filedBM: S and P BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
20.95%
Total return
193.84%
Max drawdown
-23.63%
Sharpe
1.06
Sortino
1.16
Calmar
0.89
Win months
64.71%
Best / worst month
21.4% / -11.7%
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 | -6.54% | 2.44% | -11.39% | 21.45% | 2.88% | 4.73% | 1.53% | 5.04% | -5.33% | – | – | – | 12.08% |
2025 | -9.73% | -11.72% | 10.27% | -3.12% | 12.49% | 6.30% | -1.98% | -7.96% | 0.51% | 4.17% | -3.82% | -0.91% | -8.36% |
2024 | 3.34% | -0.64% | -1.43% | 6.44% | 3.62% | 13.19% | 1.05% | 1.60% | -0.24% | 0.74% | 2.92% | 2.63% | 37.70% |
2023 | -2.03% | -0.24% | -0.36% | 5.71% | 4.14% | 4.41% | 2.32% | 3.35% | -1.66% | -1.38% | 11.80% | 4.47% | 34.08% |
2022 | -5.43% | -5.28% | 3.53% | -1.92% | -3.77% | -6.37% | 9.75% | 6.48% | 0.96% | 1.24% | 0.40% | -0.37% | -2.08% |
2021 | – | 6.85% | 4.19% | 2.66% | 8.01% | 5.99% | 7.69% | 2.33% | 2.56% | 2.87% | 1.03% | 2.96% | 58.23% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 23.63% | 12 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 20.31% | 5 mo |
| Jan_2022 | Jun_2022 | Apr_2023 | 18.05% | 15 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.33% | 1 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.02% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
19.72%
Downside deviation
18.07%