Know Your PMS · Monthly tearsheet
AXIS SECURITIES KAIZEN
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
4.54%
Total return
8.48%
Max drawdown
-19.87%
Sharpe
0.33
Sortino
0.30
Calmar
0.23
Win months
50.00%
Best / worst month
14.1% / -9.9%
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 | -0.76% | 7.06% | -5.92% | 14.12% | 4.80% | – | – | – | – | – | – | – | 19.55% |
2025 | -5.32% | -9.90% | 7.77% | 1.63% | 3.69% | 1.62% | -0.51% | -4.56% | -2.14% | 3.45% | 0.97% | -1.98% | -6.34% |
2024 | – | – | – | – | – | – | – | 1.70% | 1.42% | -3.05% | -1.07% | -2.07% | -3.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Apr_2026 | 19.87% | 18 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
17.63%
Downside deviation
15.00%