Know Your PMS · Monthly tearsheet
ASK India Vision 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
5.28%
Total return
19.21%
Max drawdown
-22.52%
Sharpe
0.40
Sortino
0.27
Calmar
0.23
Win months
63.41%
Best / worst month
9.5% / -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 | -2.76% | 1.88% | -12.92% | 8.12% | -0.06% | 0.79% | 1.91% | 1.05% | -7.69% | – | – | – | -10.69% |
2025 | -9.00% | -11.82% | 9.48% | 1.49% | 6.02% | 0.83% | -3.18% | 0.01% | 0.35% | 4.80% | 1.94% | -0.38% | -1.43% |
2024 | -2.56% | 0.84% | 1.42% | 3.95% | 1.38% | 5.63% | 1.55% | 0.68% | -0.22% | -3.07% | 0.55% | -0.71% | 9.51% |
2023 | – | – | – | – | 6.16% | 2.80% | 6.01% | -0.33% | -0.55% | -2.56% | 6.39% | 4.01% | 23.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 22.52% | 25 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.42% | 3 mo |
| Jan_2024 | Jan_2024 | Apr_2024 | 2.56% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
16.24%
Downside deviation
19.76%