Know Your PMS · Monthly tearsheet
Axis Fixed Income 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_202626 months filedBM: CRISILCOMPOSITEBONDBM: BenchmarkBM: CRISIL Composite Bond Fund Index
CAGR
8.07%
Total return
18.31%
Max drawdown
-0.46%
Sharpe
3.93
Sortino
7.15
Calmar
17.54
Win months
84.62%
Best / worst month
2.0% / -0.5%
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 | 0.23% | 1.22% | -0.03% | 0.58% | 0.39% | 1.40% | 0.56% | 0.50% | – | – | – | – | 4.95% |
2025 | 0.74% | 0.10% | 1.97% | 1.87% | 0.77% | -0.46% | 0.92% | 0.00% | 0.81% | 0.99% | 0.80% | 0.39% | 9.24% |
2024 | – | – | – | – | – | – | 0.00% | 0.80% | 1.18% | 0.10% | 0.47% | 0.61% | 3.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2025 | Jun_2025 | Jul_2025 | 0.46% | 1 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 0.03% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
1 mo
Ann. volatility
1.95%
Downside deviation
1.13%