Know Your PMS · Monthly tearsheet
ADAPT PORTFOLIO - Very Agressive
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_202630 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
13.29%
Total return
36.60%
Max drawdown
-15.38%
Sharpe
0.97
Sortino
0.82
Calmar
0.86
Win months
73.33%
Best / worst month
9.2% / -8.9%
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 | 1.65% | 0.36% | -8.91% | 8.42% | -0.72% | – | – | – | – | – | – | – | 0.03% |
2025 | -1.12% | -7.86% | 9.22% | 2.79% | 2.78% | 2.16% | -1.52% | -1.30% | 2.92% | 2.71% | 0.28% | 0.01% | 10.67% |
2024 | 0.89% | 1.48% | 1.40% | 4.77% | 4.57% | 3.97% | 3.75% | 0.49% | 0.19% | -4.47% | 0.31% | -3.08% | 14.72% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 7.56% | 7.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 15.38% | 12 mo |
| Mar_2026 | Mar_2026 | Ongoing | 8.91% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
3 mo
Ann. volatility
13.70%
Downside deviation
16.27%