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 Jul_20268 months filed
CAGR
Needs 12 months
Total return
26.84%
Max drawdown
-5.92%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
14.1% / -5.9%
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% | 7.25% | 0.93% | – | – | – | – | – | 29.41% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -1.98% | -1.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 5.92% | 1 mo |
| Dec_2025 | Jan_2026 | Feb_2026 | 2.73% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
20.64%
Downside deviation
12.58%