Know Your PMS · Monthly tearsheet
ASK CORE 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_202615 months filedBM: NIFTY50TRIBM: BenchmarkBM: NIFTY 50 TRI
CAGR
-10.72%
Total return
-13.22%
Max drawdown
-17.84%
Sharpe
-0.61
Sortino
-0.60
Calmar
-0.60
Win months
40.00%
Best / worst month
7.4% / -12.3%
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 | -2.23% | -1.18% | -12.28% | 7.43% | -1.77% | -0.56% | 1.84% | -0.61% | -8.73% | – | – | – | -17.84% |
2025 | – | – | – | – | – | – | -0.12% | -1.16% | 0.66% | 4.66% | 1.55% | 0.01% | 5.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Sep_2026 | Ongoing | 17.84% | 9 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 1.28% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
15.78%
Downside deviation
17.83%