Know Your PMS · Monthly tearsheet
All-Star 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_202668 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
3.14%
Total return
19.12%
Max drawdown
-19.80%
Sharpe
0.33
Sortino
0.28
Calmar
0.16
Win months
54.41%
Best / worst month
8.6% / -6.8%
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 | -4.42% | -0.09% | -2.38% | 0.38% | 0.62% | -1.85% | 0.22% | 1.43% | -1.49% | – | – | – | -7.46% |
2025 | -3.40% | -6.01% | 5.74% | 0.50% | 3.87% | 2.81% | -2.19% | -0.92% | -0.74% | 4.39% | -1.20% | -0.71% | 1.50% |
2024 | -2.46% | -2.07% | -1.68% | 1.78% | -1.76% | 7.38% | 2.31% | 2.18% | 3.28% | -5.29% | 0.90% | 1.23% | 5.32% |
2023 | -3.28% | 0.01% | -1.85% | 3.15% | 4.41% | 3.86% | 2.03% | 0.11% | 0.33% | -2.69% | 2.72% | 2.26% | 11.24% |
2022 | -5.61% | -4.46% | 1.59% | 0.05% | -5.99% | -6.76% | 8.55% | 4.60% | -0.67% | -0.06% | -0.85% | -4.25% | -14.03% |
2021 | – | 4.91% | -2.68% | 2.67% | 2.82% | 4.16% | 4.48% | 4.05% | 3.35% | -1.34% | -0.74% | 1.93% | 25.91% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Aug_2024 | 19.80% | 34 mo |
| Oct_2024 | Feb_2025 | Oct_2025 | 12.17% | 12 mo |
| Nov_2025 | Jun_2026 | Ongoing | 9.34% | 11 mo · open |
| Mar_2021 | Mar_2021 | May_2021 | 2.68% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
11.37%
Downside deviation
11.03%