Know Your PMS · Monthly tearsheet
ASK Conviction 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_202641 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
8.34%
Total return
31.47%
Max drawdown
-25.92%
Sharpe
0.54
Sortino
0.43
Calmar
0.32
Win months
63.41%
Best / worst month
11.4% / -12.6%
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 | -3.58% | -0.71% | -12.63% | 9.97% | 3.63% | -1.21% | 1.69% | 0.56% | -4.60% | – | – | – | -8.13% |
2025 | -7.58% | -12.51% | 9.61% | 0.55% | 4.36% | 0.02% | -3.92% | -4.19% | 0.12% | 5.43% | -0.84% | 1.36% | -9.15% |
2024 | 0.73% | -0.34% | 0.33% | 6.18% | 0.08% | 11.44% | 2.50% | 4.15% | 0.85% | -4.37% | 0.57% | 1.37% | 25.19% |
2023 | – | – | – | – | 5.50% | 5.66% | 4.31% | -1.31% | -0.74% | -2.25% | 8.98% | 3.70% | 25.83% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 25.92% | 24 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 4.24% | 3 mo |
| Feb_2024 | Feb_2024 | Apr_2024 | 0.34% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
17.72%
Downside deviation
19.38%