Know Your PMS · Monthly tearsheet
ASK India Vision Portfolio STP
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
5.39%
Total return
19.66%
Max drawdown
-22.33%
Sharpe
0.46
Sortino
0.29
Calmar
0.24
Win months
46.34%
Best / worst month
9.7% / -11.9%
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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | 0.00% |
2025 | -8.99% | -11.87% | 9.66% | 1.52% | 6.25% | 0.89% | -2.99% | 0.38% | -5.63% | 0.00% | 0.00% | 0.00% | -12.04% |
2024 | -2.63% | 0.86% | 1.00% | 3.97% | 1.41% | 5.76% | 1.48% | 0.80% | 0.11% | -3.06% | 0.54% | -0.64% | 9.69% |
2023 | – | – | – | – | 6.16% | 2.73% | 6.09% | -0.01% | -0.65% | -2.57% | 6.45% | 4.04% | 24.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 22.33% | 24 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.21% | 3 mo |
| Jan_2024 | Jan_2024 | Apr_2024 | 2.63% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
13.33%
Downside deviation
18.53%