Know Your PMS · Monthly tearsheet
ASK Life 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: NIFTY50TRIBM: Benchmark
CAGR
2.53%
Total return
8.90%
Max drawdown
-22.38%
Sharpe
0.24
Sortino
0.16
Calmar
0.11
Win months
51.22%
Best / worst month
9.4% / -12.6%
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 | -2.16% | -1.13% | -12.63% | 7.00% | -2.19% | -0.03% | 2.82% | -0.65% | -7.48% | – | – | – | -16.43% |
2025 | -6.64% | -9.65% | 9.41% | 2.59% | 3.41% | 1.24% | -3.72% | -0.78% | 0.54% | 4.82% | 1.73% | -0.75% | 0.75% |
2024 | -2.39% | -0.77% | 0.25% | 3.78% | 1.18% | 5.26% | 3.07% | 1.21% | 1.85% | -6.78% | -0.81% | -0.30% | 5.12% |
2023 | – | – | – | – | 7.07% | 4.22% | 2.73% | -0.83% | -0.31% | -2.74% | 6.71% | 4.60% | 23.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Sep_2026 | Ongoing | 22.38% | 24 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.85% | 3 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 3.14% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
15.56%
Downside deviation
16.25%