Know Your PMS · Monthly tearsheet
ASK Strategic 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
5.97%
Total return
21.90%
Max drawdown
-23.27%
Sharpe
0.41
Sortino
0.31
Calmar
0.26
Win months
58.54%
Best / worst month
13.0% / -13.3%
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 | -2.64% | 1.73% | -12.26% | 8.44% | -1.07% | 0.24% | 1.77% | -2.20% | -6.76% | – | – | – | -13.27% |
2025 | -6.22% | -13.33% | 13.04% | 2.19% | 7.29% | 2.28% | -6.81% | -2.23% | -0.77% | 4.26% | 0.52% | -1.03% | -3.38% |
2024 | -2.06% | -0.30% | 0.88% | 4.94% | 2.83% | 5.75% | 3.50% | 2.59% | 0.29% | -4.39% | 0.77% | -2.02% | 13.00% |
2023 | – | – | – | – | 6.04% | 3.92% | 5.22% | 1.52% | -0.59% | -2.22% | 8.25% | 3.94% | 28.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 23.27% | 24 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.80% | 2 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 2.35% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
17.74%
Downside deviation
19.00%