Know Your PMS · Monthly tearsheet
MNC 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: BSE500TRIBM: Benchmark
CAGR
11.04%
Total return
81.01%
Max drawdown
-22.54%
Sharpe
0.76
Sortino
0.79
Calmar
0.49
Win months
58.82%
Best / worst month
16.1% / -11.0%
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 | -3.24% | 2.95% | -10.98% | 16.08% | 1.29% | 2.76% | 1.46% | 0.13% | -7.22% | – | – | – | 0.99% |
2025 | -6.72% | -7.59% | 5.43% | 0.70% | 7.58% | 6.27% | -3.35% | -1.26% | 0.37% | 0.75% | -2.64% | -2.98% | -4.63% |
2024 | -0.49% | 1.11% | 0.94% | 3.44% | 5.68% | 8.62% | 2.35% | -0.88% | 0.76% | -2.97% | -1.19% | -4.35% | 13.04% |
2023 | -2.88% | 0.55% | 0.46% | 2.36% | 4.28% | 4.18% | 3.46% | 2.79% | -1.74% | -2.81% | 6.38% | 4.29% | 22.92% |
2022 | -1.97% | -6.52% | 2.18% | -1.05% | -0.74% | -1.15% | 6.68% | 7.14% | -1.79% | -1.22% | 0.00% | -2.52% | -1.74% |
2021 | – | 4.85% | 6.24% | -2.46% | 7.87% | 3.08% | 4.62% | 4.32% | 2.02% | 1.03% | -1.92% | 3.26% | 37.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 22.54% | 26 mo · open |
| Jan_2022 | Jun_2022 | Aug_2022 | 9.09% | 7 mo |
| Sep_2022 | Jan_2023 | Jun_2023 | 8.16% | 9 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.50% | 2 mo |
| Apr_2021 | Apr_2021 | May_2021 | 2.46% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
15.22%
Downside deviation
13.89%