Know Your PMS · Monthly tearsheet
BANYAN LEADERS 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_202630 months filedBM: NIFTYTOTALIDXBM: BenchmarkBM: NIFTY50TRI
CAGR
8.48%
Total return
22.57%
Max drawdown
-16.33%
Sharpe
0.55
Sortino
0.46
Calmar
0.52
Win months
50.00%
Best / worst month
15.3% / -13.2%
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 | -5.06% | 1.59% | -13.22% | 15.34% | -0.32% | 0.00% | 0.00% | 0.00% | – | – | – | – | -3.77% |
2025 | -3.65% | -7.56% | 4.02% | 3.33% | 3.25% | 2.39% | 2.75% | -2.98% | -0.87% | 5.73% | 3.03% | -0.03% | 8.91% |
2024 | – | – | 0.00% | 3.68% | -3.40% | 7.96% | 5.38% | 2.94% | 3.51% | -4.98% | 1.76% | -0.38% | 16.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 16.33% | 9 mo · open |
| Oct_2024 | Feb_2025 | Jul_2025 | 14.21% | 9 mo |
| Aug_2025 | Sep_2025 | Oct_2025 | 3.82% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 3.40% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
17.42%
Downside deviation
18.60%