Know Your PMS · Monthly tearsheet
ASK Financial Opportunities 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
8.92%
Total return
33.88%
Max drawdown
-18.51%
Sharpe
0.56
Sortino
0.45
Calmar
0.48
Win months
58.54%
Best / worst month
10.4% / -18.2%
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 | -1.35% | 1.17% | -18.20% | 10.37% | -2.77% | 4.50% | -0.10% | -1.25% | -6.42% | – | – | – | -15.48% |
2025 | -5.83% | -5.59% | 8.33% | 4.69% | 4.70% | 7.45% | -7.06% | -3.60% | 2.70% | 7.70% | 3.90% | -0.18% | 16.58% |
2024 | -3.98% | 0.18% | 0.32% | 5.06% | -3.23% | 4.89% | 3.61% | 4.46% | 3.47% | -2.75% | -0.54% | 3.89% | 15.80% |
2023 | – | – | – | – | 8.12% | 1.71% | 1.35% | -3.41% | 1.05% | -1.39% | 5.09% | 4.08% | 17.33% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 18.51% | 10 mo · open |
| Jan_2025 | Feb_2025 | Apr_2025 | 11.09% | 3 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 10.41% | 4 mo |
| Jan_2024 | Jan_2024 | Apr_2024 | 3.98% | 3 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.75% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
18.21%
Downside deviation
19.87%