Know Your PMS · Monthly tearsheet
Impress 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_202668 months filedBM: S and P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
20.81%
Total return
191.85%
Max drawdown
-23.27%
Sharpe
1.05
Sortino
1.11
Calmar
0.89
Win months
66.18%
Best / worst month
20.9% / -12.1%
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 | -6.47% | 3.06% | -11.02% | 20.92% | 2.51% | 4.85% | 1.90% | 4.96% | -5.24% | – | – | – | 12.98% |
2025 | -10.14% | -12.07% | 10.52% | -3.35% | 12.73% | 5.79% | -1.74% | -8.31% | 0.52% | 4.22% | -4.10% | -1.17% | -9.96% |
2024 | 4.00% | -0.56% | -1.93% | 6.64% | 3.76% | 14.00% | 1.22% | 1.97% | 0.07% | 0.27% | 3.03% | 2.80% | 40.33% |
2023 | -1.96% | -0.21% | -0.43% | 5.78% | 4.42% | 4.17% | 2.34% | 3.00% | -2.01% | -1.39% | 12.00% | 4.59% | 33.73% |
2022 | -5.22% | -5.02% | 3.54% | -1.83% | -3.86% | -6.55% | 9.84% | 6.48% | 0.64% | 1.28% | 0.51% | -0.47% | -1.96% |
2021 | – | 6.16% | 3.75% | 2.20% | 8.15% | 5.89% | 7.48% | 2.41% | 2.42% | 2.59% | 1.13% | 3.42% | 55.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 23.27% | 12 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 20.99% | 5 mo |
| Jan_2022 | Jun_2022 | Apr_2023 | 17.79% | 15 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.24% | 1 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.37% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
19.85%
Downside deviation
18.68%