Know Your PMS · Monthly tearsheet
ASK EDGE 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: S and P BSE 500 - TRIBM: BSE500TRIBM: Benchmark
CAGR
7.18%
Total return
26.72%
Max drawdown
-20.04%
Sharpe
0.51
Sortino
0.39
Calmar
0.36
Win months
60.98%
Best / worst month
10.1% / -12.9%
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 | -2.70% | 1.94% | -12.94% | 8.03% | -0.09% | 0.71% | 1.90% | 1.09% | -7.79% | – | – | – | -10.84% |
2025 | -7.06% | -10.10% | 10.08% | 1.06% | 4.84% | 0.11% | -2.78% | -0.07% | 0.49% | 4.75% | 1.79% | -0.46% | 1.08% |
2024 | -2.45% | -0.29% | 1.33% | 4.84% | 2.73% | 5.91% | 3.44% | 2.43% | 0.17% | -5.46% | 2.12% | -0.88% | 14.18% |
2023 | – | – | – | – | 6.81% | 3.42% | 3.98% | -0.46% | -0.83% | -3.19% | 6.83% | 5.01% | 23.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 20.04% | 24 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 4.44% | 3 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 2.73% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
16.09%
Downside deviation
18.23%