Know Your PMS · Monthly tearsheet
Core Equity Portfolio NR
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_202659 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
8.84%
Total return
51.68%
Max drawdown
-17.99%
Sharpe
0.67
Sortino
0.60
Calmar
0.49
Win months
61.02%
Best / worst month
10.5% / -12.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.32% | -0.01% | -12.33% | 7.80% | -0.18% | – | – | – | – | – | – | – | -7.86% |
2025 | -3.59% | -7.91% | 6.46% | 3.42% | 3.17% | 4.13% | -2.62% | -1.81% | 1.75% | 4.09% | 1.50% | -1.07% | 6.79% |
2024 | 1.15% | 1.69% | 0.64% | 2.79% | -1.37% | 5.06% | 4.58% | 1.27% | 0.47% | -6.77% | 0.31% | -1.23% | 8.37% |
2023 | -3.14% | -1.08% | 0.11% | 3.14% | 5.32% | 4.79% | 4.48% | -1.72% | 1.64% | -2.27% | 6.38% | 4.99% | 24.38% |
2022 | 0.68% | -5.07% | 3.59% | -1.76% | -4.55% | -5.09% | 10.53% | 3.27% | -1.03% | 4.10% | 1.10% | -4.34% | 0.21% |
2021 | – | – | – | – | – | – | 4.32% | 4.12% | 2.92% | 2.00% | -2.85% | 3.02% | 14.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 17.99% | 20 mo · open |
| Feb_2022 | Jun_2022 | Oct_2022 | 12.48% | 8 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 8.34% | 6 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 2.85% | 1 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.38% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.00%
Downside deviation
14.73%