Know Your PMS · Monthly tearsheet
ASK India Select 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: BenchmarkBM: BSE500TRI
CAGR
4.67%
Total return
16.89%
Max drawdown
-23.42%
Sharpe
0.36
Sortino
0.26
Calmar
0.20
Win months
58.54%
Best / worst month
9.8% / -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 | -2.70% | -3.00% | -11.71% | 8.64% | -1.74% | 2.00% | 2.48% | -0.19% | -7.34% | – | – | – | -14.01% |
2025 | -6.18% | -12.28% | 9.79% | 1.99% | 6.27% | 0.66% | -3.17% | -1.66% | 0.49% | 4.33% | 0.47% | -0.66% | -1.78% |
2024 | -0.77% | 1.15% | 1.80% | 5.08% | 2.34% | 3.64% | 3.36% | -0.02% | 0.30% | -5.50% | 0.92% | -1.90% | 10.43% |
2023 | – | – | – | – | 5.36% | 3.14% | 4.38% | -0.21% | 0.05% | -3.16% | 8.04% | 5.76% | 25.31% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 23.42% | 24 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.31% | 3 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.77% | 1 mo |
| Aug_2024 | Aug_2024 | Sep_2024 | 0.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
16.30%
Downside deviation
17.96%