Know Your PMS · Monthly tearsheet
Core Equity Portfolio Non STP
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 Jun_20212 months filed
CAGR
Needs 12 months
Total return
11.16%
Max drawdown
Needs 3 months
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
7.6% / 3.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | – | – | – | – | 7.64% | 3.27% | – | – | – | – | – | – | 11.16% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
0 mo
Ann. volatility
7.57%
Downside deviation
0.00%