Know Your PMS · Monthly tearsheet
ASK Lighthouse 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_202631 months filedBM: S and P BSE 500 - TRIBM: BenchmarkBM: BSE500TRI
CAGR
2.54%
Total return
6.70%
Max drawdown
-26.64%
Sharpe
0.22
Sortino
0.12
Calmar
0.10
Win months
48.39%
Best / worst month
15.0% / -15.2%
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 | -0.57% | 2.71% | -12.98% | 12.91% | -1.94% | -0.21% | -0.73% | 1.56% | -6.36% | – | – | – | -7.30% |
2025 | -9.38% | -15.23% | 15.03% | 1.44% | 9.17% | -0.08% | -2.73% | -3.96% | 0.51% | 2.98% | 1.25% | -1.51% | -5.72% |
2024 | – | – | 0.00% | 6.78% | 8.85% | 6.00% | 2.76% | 0.98% | -0.73% | -4.70% | 1.26% | -0.31% | 22.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 26.64% | 25 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
21.96%
Downside deviation
21.57%