Know Your PMS · Monthly tearsheet
AXIS SECURITIES ETHICAL
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 May_202622 months filedBM: BenchmarkBM: BSE500TRIBM: BSE500(TRI)
CAGR
-11.28%
Total return
-19.70%
Max drawdown
-28.39%
Sharpe
-0.62
Sortino
-0.75
Calmar
-0.40
Win months
31.82%
Best / worst month
11.9% / -10.4%
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 | -2.46% | 0.42% | -10.43% | 11.87% | -0.88% | – | – | – | – | – | – | – | -2.72% |
2025 | -5.67% | -7.06% | 8.76% | -1.00% | 1.95% | 4.50% | -3.19% | -2.29% | -1.06% | -0.02% | -1.41% | -0.60% | -7.78% |
2024 | – | – | – | – | – | – | – | 1.13% | -2.44% | -7.33% | 0.10% | -2.20% | -10.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 28.39% | 21 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
7 mo
Ann. volatility
16.65%
Downside deviation
15.02%