Know Your PMS · Monthly tearsheet
ADAPT VERY AGGRESSIVE 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 Sep_20238 months filed
CAGR
Needs 12 months
Total return
25.21%
Max drawdown
-0.86%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
87.50%
Best / worst month
5.7% / -0.9%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | – | – | – | 3.13% | 3.32% | 2.84% | 2.15% | -0.86% | 2.68% | – | – | – | 13.95% |
2021 | – | – | – | – | 5.68% | 3.98% | – | – | – | – | – | – | 9.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2023 | Aug_2023 | Sep_2023 | 0.86% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
5.98%
Downside deviation
2.98%