Know Your PMS · Monthly tearsheet
Axis Brand Equity 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 Aug_202667 months filedBM: NIFTY 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
11.93%
Total return
87.63%
Max drawdown
-25.14%
Sharpe
0.80
Sortino
0.90
Calmar
0.47
Win months
56.72%
Best / worst month
15.1% / -10.7%
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 | -5.21% | -0.71% | -10.71% | 15.14% | 0.18% | 5.63% | 2.39% | 2.61% | – | – | – | – | 7.58% |
2025 | -5.46% | -9.75% | 5.21% | 3.85% | 6.15% | 2.72% | -0.80% | -3.33% | 0.10% | 3.35% | -0.19% | -2.06% | -1.42% |
2024 | 2.00% | -0.19% | -1.46% | 6.36% | -0.40% | 8.85% | 4.44% | -0.30% | 1.17% | -6.21% | -1.62% | -2.07% | 10.11% |
2023 | -2.12% | -2.64% | -1.05% | 4.82% | 3.77% | 6.83% | 3.76% | 1.13% | 0.92% | -2.28% | 5.61% | 4.11% | 24.67% |
2022 | -2.52% | -3.90% | 1.56% | -1.86% | -3.76% | -4.45% | 11.48% | 4.37% | -1.80% | 2.44% | 3.56% | -1.99% | 2.00% |
2021 | – | 5.90% | 0.81% | -1.14% | 6.93% | 1.26% | 2.23% | 7.00% | 0.69% | 1.74% | -3.49% | 2.24% | 26.35% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 25.14% | 23 mo · open |
| Nov_2021 | Jun_2022 | Nov_2022 | 15.28% | 12 mo |
| Dec_2022 | Mar_2023 | May_2023 | 7.58% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.28% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 1.65% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.49%
Downside deviation
13.32%