Know Your PMS · Monthly tearsheet
ASK Specialised 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
8.70%
Total return
33.00%
Max drawdown
-23.15%
Sharpe
0.57
Sortino
0.47
Calmar
0.38
Win months
60.98%
Best / worst month
10.9% / -12.5%
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 | -3.56% | -0.96% | -12.52% | 10.07% | 3.67% | -0.71% | 1.74% | 0.53% | -4.49% | – | – | – | -7.52% |
2025 | -8.95% | -11.77% | 10.87% | 3.25% | 4.64% | -1.88% | -4.03% | -4.20% | 0.14% | 5.46% | -0.84% | 1.17% | -8.03% |
2024 | 1.22% | -1.55% | 0.73% | 7.77% | 2.32% | 2.97% | 3.47% | 1.68% | -0.63% | -0.40% | 0.92% | 1.93% | 22.08% |
2023 | – | – | – | – | 5.69% | 3.97% | 4.28% | 1.36% | -0.16% | -3.00% | 7.98% | 5.46% | 28.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 23.15% | 21 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.16% | 2 mo |
| Feb_2024 | Feb_2024 | Apr_2024 | 1.55% | 2 mo |
| Sep_2024 | Oct_2024 | Dec_2024 | 1.03% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
17.02%
Downside deviation
18.57%